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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Boulder, CO

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

The short answer

13 ChFC holders work in Boulder; the most are at Cambridge Investment Research Advisors, Inc. (2). 12 are also registered broker representatives.

ChFC advisors in Boulder, A to Z

Every advisor in Boulder →
  • Gary S. BedfordCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Joseph Z. ChrismanState Farm Investment Management Corp. · Chartered Financial Consultant
  • Douglas R. ColemanLPL Financial LLC · Chartered Financial Consultant
  • Sally A. FischerEdward Jones · Chartered Financial Consultant
  • Brian P. FranczykNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Jared P. GostanczikTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Joshua GroetkenNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Seth J. King Jr.Cambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Matthew MatticeRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mary A. MedicusLPL Financial LLC · Chartered Financial Consultant
  • David E. RicheyWestern Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gary R. ShirmanBoulder Wealth Advisors, LLC · Chartered Financial Consultant
  • Patrick J. SmithState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Boulder

Cambridge Investment Research Advisors, Inc. 2LPL Financial LLC 2Northwestern Mutual Investment Services, LLC 2State Farm Investment Management Corp. 2Boulder Wealth Advisors, LLC 1Edward Jones 1Raymond James & Associates, Inc. 1Tlg Advisors, Inc. 1Western Wealth Management LLC 1

ChFC advisors in other Colorado cities

All of Colorado →

Denver 58Colorado Springs 30Greenwood Village 28Centennial 17Littleton 17Englewood 12Lakewood 9Highlands Ranch 8Aurora 7Broomfield 7Fort Collins 7Golden 7Parker 7Westminster 7Longmont 6Loveland 6Castle Rock 5Grand Junction 5Greeley 4Lafayette 4Windsor 4Erie 3Lone Tree 3Louisville 3

Questions

How many ChFC financial advisors are in Boulder, CO?

13 SEC-registered investment adviser representatives at firm offices in Boulder, Colorado list the ChFC designation; Cambridge Investment Research Advisors, Inc. employs the most of them (2).

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 Boulder?

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.