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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Highlands Ranch, CO

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

8 ChFC holders work in Highlands Ranch; the most are at Ameriprise Financial Services, LLC (1). 7 are also registered broker representatives.

ChFC advisors in Highlands Ranch, A to Z

Every advisor in Highlands Ranch →
  • Michael R. AbbottSchwab Wealth Advisory, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey M. HochwaltCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Laura D. LeierState Farm Investment Management Corp. · Chartered Financial Consultant
  • Steven P. MargulinFinancial Gravity Family Office Services, LLC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
  • Mark K. PhillipsEagle Strategies LLC · Chartered Financial Consultant
  • David K. SeemsPrincipal Securities, Inc. · Chartered Financial Consultant
  • Thorn C. SvendsenNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Damian D. WalshAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Highlands Ranch

Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Eagle Strategies LLC 1Financial Gravity Family Office Services, LLC 1Northwestern Mutual Investment Services, LLC 1Principal Securities, Inc. 1Schwab Wealth Advisory, 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 9Aurora 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 Highlands Ranch, CO?

8 SEC-registered investment adviser representatives at firm offices in Highlands Ranch, Colorado list the ChFC designation; Ameriprise Financial Services, 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 Highlands Ranch?

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.