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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Windsor, CO

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

4 ChFC holders work in Windsor; the most are at Centaurus Financial, Inc. (1). 4 are also registered broker representatives.

ChFC advisors in Windsor, A to Z

Every advisor in Windsor →

Firms with the most ChFC holders in Windsor

Centaurus Financial, Inc. 1Diversify Advisory Services, LLC 1Edward Jones 1Osaic Wealth, 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 4Erie 3Lone Tree 3Louisville 3

Questions

How many ChFC financial advisors are in Windsor, CO?

4 SEC-registered investment adviser representatives at firm offices in Windsor, Colorado list the ChFC designation; Centaurus Financial, Inc. 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 Windsor?

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.