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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Springfield, MO

Every SEC-registered financial advisor at a firm office in Springfield who lists the Chartered Financial Analyst designation, A to Z.

5 CFA charterholders work in Springfield; the most are at Forvis Mazars Wealth Advisors, LLC (4). 0 are also registered broker representatives.

CFA advisors in Springfield, A to Z

Every advisor in Springfield →
  • Zachary H. AllenPension Consultants Inc. · Chartered Financial Analyst
  • Stephanie A. HurtForvis Mazars Wealth Advisors, LLC · Chartered Financial Analyst
  • Jeffrey A. LaymanForvis Mazars Wealth Advisors, LLC · Chartered Financial Analyst
  • Bill NguyenForvis Mazars Wealth Advisors, LLC · Chartered Financial Analyst
  • Zachary A. SwartzForvis Mazars Wealth Advisors, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Springfield

Forvis Mazars Wealth Advisors, LLC 4Pension Consultants Inc. 1

CFA advisors in other Missouri cities

All of Missouri →

St. Louis 215St Louis 23Clayton 20Kansas City 17Saint Louis 14Chesterfield 7Ofallon 3

Questions

How many CFA financial advisors are in Springfield, MO?

5 SEC-registered investment adviser representatives at firm offices in Springfield, Missouri list the CFA designation; Forvis Mazars Wealth Advisors, LLC employs the most of them (4).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Springfield?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.