Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Tempe, AZ
Every SEC-registered financial advisor at a firm office in Tempe who lists the Chartered Financial Consultant designation, A to Z.
13 ChFC holders work in Tempe; the most are at State Farm Investment Management Corp. (3). 9 are also registered broker representatives.
ChFC advisors in Tempe, A to Z
Every advisor in Tempe →- Judy P. Aguilar-WoertzState Farm Investment Management Corp. · Chartered Financial Consultant
- Brandy N. FriendKestra Advisory Services, LLC · Chartered Financial Consultant
- Ariel M. Gonzalez Jr.Signal Advisors Wealth, LLC · Chartered Financial Consultant
- Michael J. JunkermeierWorld Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Keith T. KleinThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey D. KowalCreative Planning · Chartered Financial Consultant
- Carson E. KunkleHarding Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Lance C. LaneState Farm Investment Management Corp. · Chartered Financial Consultant
- Austin T. LongEdward Jones · Chartered Financial Consultant
- Nestor R. MontoyaCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- David J. NewmanMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
- Michael J. PassanteCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Todd M. WilliamsState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Tempe
State Farm Investment Management Corp. 3Cambridge Investment Research Advisors, Inc. 1Commonwealth Financial Network 1Creative Planning 1Edward Jones 1Harding Wealth, Inc. 1Kestra Advisory Services, LLC 1Morgan Stanley 1Signal Advisors Wealth, LLC 1The Ameriflex Group 1World Investment Advisors, LLC 1
ChFC advisors in other Arizona cities
All of Arizona →Scottsdale 82Phoenix 52Tucson 32Chandler 12Peoria 10Gilbert 6Glendale 6Surprise 6Prescott 5Mesa 4Oro Valley 4Flagstaff 3Fountain Hills 3
Questions
How many ChFC financial advisors are in Tempe, AZ?
13 SEC-registered investment adviser representatives at firm offices in Tempe, Arizona list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).
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 Tempe?
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.