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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Sheridan, WY

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

3 CFA charterholders work in Sheridan; the most are at Frontier Asset Management, LLC (2). 1 are also registered broker representatives.

CFA advisors in Sheridan, A to Z

Every advisor in Sheridan →
  • Franklin N. BoleyLPL Financial LLC · Certified Financial Planner, Chartered Financial Analyst
  • Robert E. MillerFrontier Asset Management, LLC · Chartered Financial Analyst
  • James D. ShellenbergerFrontier Asset Management, LLC · Certified Financial Planner, Chartered Financial Analyst

Firms with the most CFA charterholders in Sheridan

Frontier Asset Management, LLC 2Elevate Wealth Management 1LPL Financial LLC 1

CFA advisors in other Wyoming cities

All of Wyoming →

Jackson 6

Questions

How many CFA financial advisors are in Sheridan, WY?

3 SEC-registered investment adviser representatives at firm offices in Sheridan, Wyoming list the CFA designation; Frontier Asset Management, LLC employs the most of them (2).

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 Sheridan?

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.