Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Decatur, IL
Every SEC-registered financial advisor at a firm office in Decatur who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Decatur; the most are at Ipi Wealth Management, Inc. (2). 4 are also registered broker representatives.
ChFC advisors in Decatur, A to Z
Every advisor in Decatur →- Roberto Guzman VidalIpi Wealth Management, Inc. · Chartered Financial Consultant
- Jennifer K. LarsonIpi Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Alan T. SchellingState Farm Investment Management Corp. · Chartered Financial Consultant
- Melanie R. SchellingState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Decatur
Ipi Wealth Management, Inc. 2State Farm Investment Management Corp. 2
ChFC advisors in other Illinois cities
All of Illinois →Chicago 86Rockford 26Bloomington 20Springfield 18Downers Grove 17Peoria 17Deerfield 13Naperville 12Wheaton 12Arlington Heights 11Champaign 10Lombard 10Lisle 8Schaumburg 8Barrington 7Northbrook 7Oak Brook 7Normal 6Skokie 6Buffalo Grove 4Edwardsville 4Elmhurst 4Grayslake 4Highland Park 4
Questions
How many ChFC financial advisors are in Decatur, IL?
4 SEC-registered investment adviser representatives at firm offices in Decatur, Illinois list the ChFC designation; Ipi Wealth Management, Inc. employs the most of them (2).
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 Decatur?
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.