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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Colorado Springs, CO

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

The short answer

30 ChFC holders work in Colorado Springs; the most are at Cetera Investment Advisers LLC (4). 22 are also registered broker representatives.

ChFC advisors in Colorado Springs, A to Z

Every advisor in Colorado Springs →
  • John E. AndersonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Douglas H. BartonOsaic Advisory Services, LLC · Chartered Financial Consultant
  • Mitchell J. BertrandForvis Mazars Wealth Advisors, LLC · Chartered Financial Consultant
  • Gerald BieglerSustainable Wealth Strategies, LLC · Chartered Financial Consultant
  • Gregory P. BurrellOsaic Wealth, Inc. · Chartered Financial Consultant
  • Michael A. BushCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kim L. CowdellAusdal Financial Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Robert F. EdginSilver Oak Securities, Incorporated · Chartered Financial Consultant
  • Kendra R. GriesState Farm Investment Management Corp. · Chartered Financial Consultant
  • Scott M. HauserAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Eric C. JacksonBest Life Infinity, LLC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
  • Lacey JordanSummit Wealth Group · Certified Financial Planner, Chartered Financial Consultant
  • Damon W. LaneAware Investing, Inc. · Chartered Financial Consultant
  • Tiago X. LimaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Christopher MarcumT. Rowe Price Advisory Services, Inc. · Chartered Financial Consultant
  • Jeffrey B. MarksPrime Financial Strategies, Inc. · Chartered Financial Consultant
  • Neil J. MarksCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Derek J. Martin56 Capital Partners, Ltd. · Certified Financial Planner, Chartered Financial Consultant
  • Timothy C. MasonRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Nancy P. MercadoAltus Wealth Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert G. MilmoreFirst Command Advisory Services · Certified Financial Planner, Chartered Financial Consultant
  • Stephen R. MoorePartners Capital Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Charles R. MorrisSummit Wealth Group · Certified Financial Planner, Chartered Financial Consultant
  • Jennifer OliverioEdward Jones · Chartered Financial Consultant
  • Nicolas A. RodriguezRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Connie J. SlaterState Farm Investment Management Corp. · Chartered Financial Consultant
  • David L. SteinbergT. Rowe Price Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Chad M. TippsFourstar Wealth Advisors, LLC · Chartered Financial Consultant
  • John E. WeidnerInvestment Research Corp. · Chartered Financial Consultant
  • Christine L. WilsonRose Pine Financial · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Colorado Springs

Cetera Investment Advisers LLC 4Raymond James Financial Services Advisors, Inc. 3Prime Financial Strategies, Inc. 2State Farm Investment Management Corp. 2Summit Wealth Group 2T. Rowe Price Advisory Services, Inc. 256 Capital Partners, Ltd. 1Altus Wealth Group, LLC 1Ameriprise Financial Services, LLC 1Ausdal Financial Partners, Inc. 1Aware Investing, Inc. 1Best Life Infinity, LLC 1Edward Jones 1First Command Advisory Services 1Forvis Mazars Wealth Advisors, LLC 1

ChFC advisors in other Colorado cities

All of Colorado →

Denver 58Greenwood Village 28Centennial 17Littleton 17Boulder 15Englewood 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 Colorado Springs, CO?

30 SEC-registered investment adviser representatives at firm offices in Colorado Springs, Colorado list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (4).

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 Colorado Springs?

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.