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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Boise, ID

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

13 ChFC holders work in Boise; the most are at Advanced Financial Solutions, Inc. (1). 6 are also registered broker representatives.

ChFC advisors in Boise, A to Z

Every advisor in Boise →
  • Heather A. AlbertEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Benjamin H. BoettcherHelmstar Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Monte K. ButePlanmember Securities Corporation · Chartered Financial Consultant
  • Terry G. HersheyIntegrated Advisors · Chartered Financial Consultant
  • Cody HuckinsWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Ian B. JohnsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Babak KoorosLegacy Wealth Management, LLC · Chartered Financial Consultant
  • Harrison S. Reed IVReed Capital Management, LLC · Chartered Financial Consultant
  • Donald L. ReimanEchelon Group · Certified Financial Planner, Chartered Financial Consultant
  • John D. ShawEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Kathryn A. SupkoLPL Financial LLC · Chartered Financial Consultant
  • David A. WilhiteAdvanced Financial Solutions, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kody WilliamsMadrone Financial Planning · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Boise

Advanced Financial Solutions, Inc. 1Eagle Strategies LLC 1Echelon Group 1Edward Jones 1Helmstar Wealth Management 1Integrated Advisors 1LPL Financial LLC 1Legacy Wealth Management, LLC 1Madrone Financial Planning 1Planmember Securities Corporation 1Reed Capital Management, LLC 1State Farm Investment Management Corp. 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other Idaho cities

All of Idaho →

Eagle 10Nampa 5Idaho Falls 4Meridian 3Pocatello 3

Questions

How many ChFC financial advisors are in Boise, ID?

13 SEC-registered investment adviser representatives at firm offices in Boise, Idaho list the ChFC designation; Advanced Financial Solutions, 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 Boise?

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.