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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bloomington, IN

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

6 ChFC holders work in Bloomington; the most are at Commonwealth Financial Network (3). 6 are also registered broker representatives.

ChFC advisors in Bloomington, A to Z

Every advisor in Bloomington →
  • Christopher N. HarmonCommonwealth Financial Network · Chartered Financial Consultant
  • Jon R. HoldenKestra Advisory Services, LLC · Chartered Financial Consultant
  • Joshua M. JamesOneamerica Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark H. KrausCommonwealth Financial Network · Chartered Financial Consultant
  • William R. VerhagenCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Jeremy T. ZeichnerCharles Schwab & Co., Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Bloomington

Commonwealth Financial Network 3Charles Schwab & Co., Inc. 1Kestra Advisory Services, LLC 1Oneamerica Securities, Inc. 1

ChFC advisors in other Indiana cities

All of Indiana →

Indianapolis 63Carmel 23Fort Wayne 23Kokomo 11Fishers 10Granger 10Columbus 8Lafayette 7Jeffersonville 6South Bend 6Evansville 5Merrillville 5Greenwood 4Muncie 4New Albany 4Shelbyville 4Brownsburg 3Goshen 3Marion 3Noblesville 3North Vernon 3Vincennes 3

Questions

How many ChFC financial advisors are in Bloomington, IN?

6 SEC-registered investment adviser representatives at firm offices in Bloomington, Indiana list the ChFC designation; Commonwealth Financial Network 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 Bloomington?

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.