Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Idaho Falls, ID
Every SEC-registered financial advisor at a firm office in Idaho Falls who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Idaho Falls; the most are at Edward Jones (1). 4 are also registered broker representatives.
ChFC advisors in Idaho Falls, A to Z
Every advisor in Idaho Falls →- Richard Z. ExcellEdward Jones · Chartered Financial Consultant
- Bryant C. HafenState Farm Investment Management Corp. · Chartered Financial Consultant
- Richard N. StewartOsaic Wealth, Inc. · Chartered Financial Consultant
- Jack D. TrimpLPL Financial LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Idaho Falls
Edward Jones 1LPL Financial LLC 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1
ChFC advisors in other Idaho cities
All of Idaho →Questions
How many ChFC financial advisors are in Idaho Falls, ID?
4 SEC-registered investment adviser representatives at firm offices in Idaho Falls, Idaho list the ChFC designation; Edward Jones 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 Idaho Falls?
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.