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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Fort Collins, CO

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

7 ChFC holders work in Fort Collins; the most are at State Farm Investment Management Corp. (2). 5 are also registered broker representatives.

ChFC advisors in Fort Collins, A to Z

Every advisor in Fort Collins →
  • Daniel P. BarnhartState Farm Investment Management Corp. · Chartered Financial Consultant
  • Terrance W. KeyesLPL Financial LLC · Chartered Financial Consultant
  • Stephen M. LainePrincipal Securities, Inc. · Chartered Financial Consultant
  • Heather K. MurchisonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Taylor J. MustoeWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Bryce B. PeaseCapstone Pacific Investment Strategies · Certified Financial Planner, Chartered Financial Consultant
  • Stephen L. WestMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Fort Collins

State Farm Investment Management Corp. 2Capstone Pacific Investment Strategies 1LPL Financial LLC 1Mercer Global Advisors Inc. 1Principal Securities, Inc. 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other Colorado cities

All of Colorado →

Denver 58Colorado Springs 30Greenwood Village 28Centennial 17Littleton 17Boulder 15Englewood 12Lakewood 9Highlands Ranch 8Aurora 7Broomfield 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 Fort Collins, CO?

7 SEC-registered investment adviser representatives at firm offices in Fort Collins, Colorado list the ChFC designation; State Farm Investment Management Corp. 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 Fort Collins?

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.