Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Westminster, CO
Every SEC-registered financial advisor at a firm office in Westminster who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Westminster; the most are at Edward Jones (3). 6 are also registered broker representatives.
ChFC advisors in Westminster, A to Z
Every advisor in Westminster →- Ryan M. CoxEdward Jones · Chartered Financial Consultant
- Kirk A. FreedleSunbelt Securities, Inc. · Chartered Financial Consultant
- Donald R. JaramilloEdward Jones · Chartered Financial Consultant
- Alexander J. LissCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin J. McNabAce Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Skyler C. PeakState Farm Investment Management Corp. · Chartered Financial Consultant
- Jeffrey S. SwingleEdward Jones · Chartered Financial Consultant
Firms with the most ChFC holders in Westminster
Edward Jones 3Ace Wealth Partners, LLC 1Cetera Investment Advisers LLC 1State Farm Investment Management Corp. 1Sunbelt Securities, 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 7Longmont 6Loveland 6Castle Rock 5Grand Junction 5Greeley 4Lafayette 4Windsor 4Erie 3Lone Tree 3Louisville 3
Questions
How many ChFC financial advisors are in Westminster, CO?
7 SEC-registered investment adviser representatives at firm offices in Westminster, Colorado list the ChFC designation; Edward Jones employs the most of them (3).
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 Westminster?
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.