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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Castle Rock, CO

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

5 ChFC holders work in Castle Rock; the most are at Edward Jones (2). 4 are also registered broker representatives.

ChFC advisors in Castle Rock, A to Z

Every advisor in Castle Rock →
  • Britton AllisonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Roger J. Buswell Jr.Buswell Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Angel M. KelchenEdward Jones · Chartered Financial Consultant
  • Michael RiedmullerRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • David W. TopolnickiState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Castle Rock

Edward Jones 2Buswell Associates, Inc. 1Raymond James Financial Services Advisors, Inc. 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 7Broomfield 7Fort Collins 7Golden 7Parker 7Westminster 7Longmont 6Loveland 6Grand Junction 5Greeley 4Lafayette 4Windsor 4Erie 3Lone Tree 3Louisville 3

Questions

How many ChFC financial advisors are in Castle Rock, CO?

5 SEC-registered investment adviser representatives at firm offices in Castle Rock, Colorado list the ChFC designation; Edward Jones 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 Castle Rock?

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.