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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Broomfield, CO

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

7 ChFC holders work in Broomfield; the most are at Cayden Wealth Management (2). 5 are also registered broker representatives.

ChFC advisors in Broomfield, A to Z

Every advisor in Broomfield →
  • Daniel A. CaycedoCayden Wealth Management · Chartered Financial Consultant
  • Nancy A. ClarkEdward Jones · Chartered Financial Consultant
  • Shane P. DennehyCayden Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • William K. HudsonEdward Jones · Chartered Financial Consultant
  • Reid M. JohnsonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • James H. KramerEagle Strategies LLC · Chartered Financial Consultant
  • Becky B. LedbetterState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Broomfield

Cayden Wealth Management 2Edward Jones 2Cetera Investment Advisers LLC 1Eagle Strategies LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Colorado cities

All of Colorado →

Denver 58Colorado Springs 30Greenwood Village 28Centennial 17Littleton 17Boulder 15Englewood 12Lakewood 9Highlands Ranch 8Aurora 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 Broomfield, CO?

7 SEC-registered investment adviser representatives at firm offices in Broomfield, Colorado list the ChFC designation; Cayden Wealth Management 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 Broomfield?

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.