Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Denver, CO
Every SEC-registered financial advisor at a firm office in Denver who lists the Chartered Financial Consultant designation, A to Z.
58 ChFC holders work in Denver; the most are at Mercer Global Advisors Inc. (9). 32 are also registered broker representatives.
ChFC advisors in Denver, A to Z
Every advisor in Denver →- Casey N. AhrendsenEp Wealth Advisors · Chartered Financial Consultant
- Michael D. BaittingerMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Ali BarghelameWestern Wealth Management LLC · Chartered Financial Consultant
- Matthews S. BarnettMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Adam P. BirdState Farm Investment Management Corp. · Chartered Financial Consultant
- Peter G. BoboliaDestiny Capital Corporation · Certified Financial Planner, Chartered Financial Consultant
- Cynthia L. BurtonBok Financial Private Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin C. ChristensenPrincipal Securities, Inc. · Chartered Financial Consultant
- Kimberly L. CurtisCerity Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- John L. DavisAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Michelle E. DockterD.A. Davidson & Co. · Certified Financial Planner, Chartered Financial Consultant
- Austin G. DomschState Farm Investment Management Corp. · Chartered Financial Consultant
- Mark S. GoodsidePrincipal Securities, Inc. · Chartered Financial Consultant
- Heather L. GouldingEdward Jones · Chartered Financial Consultant
- Mark A. HadleyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew W. HaitEdward Jones · Chartered Financial Consultant
- Steven W. HarpSavvy · Certified Financial Planner, Chartered Financial Consultant
- Clarisa M. HernandezThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant
- Tammy HillState Farm Investment Management Corp. · Chartered Financial Consultant
- Terri L. HinrichsGlobal Wealth Strategies And Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph J. JaniczekCerity Partners LLC · Chartered Financial Consultant
- Stephen L. KastrulCommonwealth Financial Network · Chartered Financial Consultant
- Stephen A. KolagaCerity Partners LLC · Certified Financial Planner, Chartered Financial Consultant
- Joan K. KossUmb Private Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- Darrell E. LaingSouthstate Private Capital Management LLC · Certified Financial Planner, Chartered Financial Consultant
- Brett J. LandstromMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Chad J. LarsenGlobal Retirement Partners LLC · Chartered Financial Consultant
- Valerie M. Laskowski-MartinezState Farm Investment Management Corp. · Chartered Financial Consultant
- Richard J. LevineSynergy Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sally B. LiebCurated Wealth Solutions, LLC · Certified Financial Planner, Chartered Financial Consultant
- Ari M. LitvinPrincipal Securities, Inc. · Chartered Financial Consultant
- Sean M. LorenzM Holdings Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Maryeth A. LoriauxState Farm Investment Management Corp. · Chartered Financial Consultant
- Steven D. LyndsGill Capital Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jason B. MaplesLockton Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel M. McDermottMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Meghan M. McGuireWells Fargo Advisors Financial Network, LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert A. MedveyMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Donald A. MiddletonState Farm Investment Management Corp. · Chartered Financial Consultant
- Florentino J. MitchellMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Michael P. MomperMercer Global Advisors Inc. · Chartered Financial Consultant
- Christy L. NelsonPrincipal Securities, Inc. · Chartered Financial Consultant
- David L. OwensMaia Wealth · Certified Financial Planner, Chartered Financial Consultant
- Donald N. Pacheco Jr.Equitable Advisors, LLC · Chartered Financial Consultant
- Kelly J. PalmerMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- James J. PersonSynergy Financial Partners, LLC · Chartered Financial Consultant
- Frederick G. RavidMoneygrow.com ® · Chartered Financial Consultant
- Kathryn V. ReddenMerit Financial Advisors · Certified Financial Planner, Chartered Financial Consultant
- Gregory S. RideoutState Farm Investment Management Corp. · Chartered Financial Consultant
- Keith L. SappCedar Cove Wealth Partners · Chartered Financial Consultant, Chartered Financial Analyst
- Michaela M. SpeerLarson Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
- Tijuana StuartMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant
- David J. StuehlingMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
- Adam L. WayGlobal Wealth Strategies And Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Gregory R. WikeliusThe Ameriflex Group · Certified Financial Planner, Chartered Financial Consultant
- Lucila A. WilliamsCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Andrew L. WilsonOsaic Wealth, Inc. · Chartered Financial Consultant
- David WoodEdward Jones · Chartered Financial Consultant
Firms with the most ChFC holders in Denver
Mercer Global Advisors Inc. 9State Farm Investment Management Corp. 7Principal Securities, Inc. 4Cerity Partners LLC 3Edward Jones 3Global Wealth Strategies And Associates, LLC 2Osaic Wealth, Inc. 2Synergy Financial Partners, LLC 2The Ameriflex Group 2Ameriprise Financial Services, LLC 1Bok Financial Private Wealth, Inc. 1Cambridge Investment Research Advisors, Inc. 1Cedar Cove Wealth Partners 1Commonwealth Financial Network 1Curated Wealth Solutions, LLC 1
ChFC advisors in other Colorado cities
All of Colorado →Colorado Springs 30Greenwood 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 Denver, CO?
58 SEC-registered investment adviser representatives at firm offices in Denver, Colorado list the ChFC designation; Mercer Global Advisors Inc. employs the most of them (9).
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 Denver?
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.