Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Scottsdale, AZ
Every SEC-registered financial advisor at a firm office in Scottsdale who lists the Chartered Financial Consultant designation, A to Z.
The short answer
81 ChFC holders work in Scottsdale; the most are at United Planners' Financial Services Of America A Limited Partner (9). 57 are also registered broker representatives.
ChFC advisors in Scottsdale, A to Z
Every advisor in Scottsdale →- Paul A. AhernHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- David E. AltschulerLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Eric J. AnthonyFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- William C. ArtmannUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Neil C. BellomyThrivent Investment Management Inc. · Certified Financial Planner, Chartered Financial Consultant
- Odell Berry Jr.Invest Smart USA, Inc. · Chartered Financial Consultant
- Scott A. BiltzUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
- Steve C. BoeckmannLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Jon C. BoydCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Wayne C. BrantleyUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
- Jed M. BrodyFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Susan S. BrousseauBlackhawk Capital Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Maura BrownOsaic Wealth, Inc. · Chartered Financial Consultant
- Justin L. CairnsCapital Wealth Alliance, LLC · Chartered Financial Consultant
- Kevin T. CanterburyCs Planning Corp. · Chartered Financial Consultant
- Oracio J. CappelloPark Avenue Securities LLC · Chartered Financial Consultant
- William B. CassidyOneamerica Securities, Inc. · Chartered Financial Consultant
- Ryan ClearyOne Wealth Capital Management, LLC · Chartered Financial Consultant
- Martin T. ColeCole Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Katharine A. CorbinOsaic Wealth, Inc. · Chartered Financial Consultant
- Michael R. CummiskeyOsaic Wealth, Inc. · Chartered Financial Consultant
- Albert DagostoUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
- Vincent DelfrancoLifetyme Financial Advisors, LLC · Chartered Financial Consultant
- Anthony A. DelpozzoLPL Financial LLC · Chartered Financial Consultant
- James P. DewDew Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Patricia A. DruckmanEnvision Capital Management Ltd. · Chartered Financial Consultant
- Vlasta DuffyThrivent Investment Management Inc. · Chartered Financial Consultant
- Bradley T. DunlapState Farm Investment Management Corp. · Chartered Financial Consultant
- Jeffrey W. FischerUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
- John D. FitzgeraldCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Rebecca O. FlintOsaic Wealth, Inc. · Chartered Financial Consultant
- Brandy N. FriendKestra Advisory Services, LLC · Chartered Financial Consultant
- Dwight W. GaldaCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Donald P. GaskellVerus Capital Partners, LLC · Chartered Financial Consultant
- Brian D. HartsteinBayntree Wealth Advisors, LLC · Chartered Financial Consultant
- Regina R. HolmesState Farm Investment Management Corp. · Chartered Financial Consultant
- Elayne M. JacksonMML Investors Services, LLC · Chartered Financial Consultant
- Dylan JordanJ.P. Morgan Securities LLC · Chartered Financial Consultant
- Bryce T. KeffelerDew Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Matt A. KeithJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael B. KlarfeldPark Avenue Securities LLC · Chartered Financial Consultant
- Gregg A. KnudtenMML Investors Services, LLC · Chartered Financial Consultant
- Steven S. LelandAshton Thomas Private Wealth · Certified Financial Planner, Chartered Financial Consultant
- Steven P. LichtblauRbg Capital LLC · Chartered Financial Consultant
- Joseph M. MaasSynergy Asset Management, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Carl S. MarinerArq Wealth Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Paul J. MershonGriffin Capital Advisors · Certified Financial Planner, Chartered Financial Consultant
- Brian C. MeythalerAe Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Randy L. MuellerState Farm Investment Management Corp. · Chartered Financial Consultant
- Philip L. NagelAim Capital · Certified Financial Planner, Chartered Financial Consultant
- Charles A. Pettit Jr.Csp Financial Group LLC · Chartered Financial Consultant
- Harold J. PollovCetera Investment Advisers LLC · Chartered Financial Consultant
- Rachel RabinAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Michael G. RaitenOsaic Wealth, Inc. · Chartered Financial Consultant
- Cheryl D. RebottaroEdward Jones · Chartered Financial Consultant
- Michael L. RoasaMariner · Chartered Financial Consultant
- Jennifer J. RossiIntelligent Capitalworks · Chartered Financial Consultant
- Ryan W. RothermundRaymond James & Associates, Inc. · Chartered Financial Consultant
- Jeffrey S. RutherfordOsaic Wealth, Inc. · Chartered Financial Consultant
- Ian A. SachsIntegrity Alliance, LLC. · Chartered Financial Consultant
- Alec M. SankeyWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gary M. SchmertmannRaymond James & Associates, Inc. · Chartered Financial Consultant
- Danielle R. ScodellaroLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Brian S. SeamanUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Eric T. SeybertCetera Investment Advisers LLC · Chartered Financial Consultant
- Alicia ShepherdEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey C. SloanWitnauer Sloan & Associates LLC · Certified Financial Planner, Chartered Financial Consultant
- Jay T. StainsbyOsaic Wealth, Inc. · Chartered Financial Consultant
- Glenn B. Stears Jr.United Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- William J. StevensPark Avenue Securities LLC · Chartered Financial Consultant
- Caylie A. TaylorCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael J. ThomasMML Investors Services, LLC · Chartered Financial Consultant
- Jenna R. ThorntonUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Vincent P. TroyUnited Planners' Financial Services Of America A Limited Partner · Chartered Financial Consultant
- Stephanie Y. TsangCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Blaire E. Underwood SimmonsTrajan Wealth, L.L.C. · Chartered Financial Consultant
- Winston A. WaringThe Ameriflex Group · Chartered Financial Consultant
- Robert J. WestbrookCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- William H. Wilkinson IIIAe Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Anthony C. WilliamsCetera Investment Advisers LLC · Chartered Financial Consultant
- Cheryl L. ZudellLPL Financial LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Scottsdale
United Planners' Financial Services Of America A Limited Partner 9Osaic Wealth, Inc. 7Cetera Investment Advisers LLC 5LPL Financial LLC 5Cambridge Investment Research Advisors, Inc. 3MML Investors Services, LLC 3Park Avenue Securities LLC 3State Farm Investment Management Corp. 3Ae Wealth Management, LLC 2Dew Wealth Management 2Edward Jones 2Focus Partners Wealth, LLC 2J.P. Morgan Securities LLC 2Raymond James & Associates, Inc. 2Thrivent Investment Management Inc. 2
ChFC advisors in other Arizona cities
All of Arizona →Phoenix 58Tucson 30Chandler 12Tempe 12Peoria 11Prescott 8Gilbert 7Glendale 5Oro Valley 5Surprise 5Flagstaff 3Mesa 3
Questions
How many ChFC financial advisors are in Scottsdale, AZ?
81 SEC-registered investment adviser representatives at firm offices in Scottsdale, Arizona list the ChFC designation; United Planners' Financial Services Of America A Limited Partner employs the most of them (9).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
How do I check a ChFC in Scottsdale?
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 ChFC 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 ChFC with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and CFA charterholders.