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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Erie, CO

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

3 ChFC holders work in Erie; the most are at Cetera Investment Advisers LLC (1). 1 are also registered broker representatives.

ChFC advisors in Erie, A to Z

Every advisor in Erie →
  • Christopher KadowakiCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • James M. KirkRocky Mountain Financial Solutions Inc. · Chartered Financial Consultant
  • Beth E. StenzEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Erie

Cetera Investment Advisers LLC 1Cetera Planning Partners 1Edward Jones 1Rocky Mountain Financial Solutions Inc. 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 6Castle Rock 5Grand Junction 5Greeley 4Lafayette 4Windsor 4Lone Tree 3Louisville 3

Questions

How many ChFC financial advisors are in Erie, CO?

3 SEC-registered investment adviser representatives at firm offices in Erie, Colorado list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (1).

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 Erie?

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.