Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Carmel, IN
Every SEC-registered financial advisor at a firm office in Carmel who lists the Chartered Financial Consultant designation, A to Z.
23 ChFC holders work in Carmel; the most are at Cetera Investment Advisers LLC (5). 16 are also registered broker representatives.
ChFC advisors in Carmel, A to Z
Every advisor in Carmel →- David S. AlexanderGoelzer Investment Management · Certified Financial Planner, Chartered Financial Consultant
- Lisa M. AngeloHalter Ferguson Financial Inc. · Chartered Financial Consultant
- Stephanie J. BundayValic Financial Advisors, Inc. · Chartered Financial Consultant
- William T. EasleyCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Douglas A. FederauState Farm Investment Management Corp. · Chartered Financial Consultant
- Ronald L. HarringtonCetera Investment Advisers LLC · Chartered Financial Consultant
- Jonathan D. HarrisCapital Client Group, Inc. · Chartered Financial Consultant
- Shawn R. HigginsState Farm Investment Management Corp. · Chartered Financial Consultant
- Elwyn V. Hopkins Jr.Keystone Financial Advisory, LLC · Chartered Financial Consultant
- Matthew B. HusbandState Farm Investment Management Corp. · Chartered Financial Consultant
- Jonathan S. JacobyCetera Investment Advisers LLC · Chartered Financial Consultant
- James R. JohnsonOneamerica Securities, Inc. · Chartered Financial Consultant
- James R. JulianCetera Investment Advisers LLC · Chartered Financial Consultant
- Adam J. JursState Farm Investment Management Corp. · Chartered Financial Consultant
- John M. LudwigLPL Financial LLC · Chartered Financial Consultant
- Mark E. LuxParkwoods Wealth Partners, LLC · Chartered Financial Consultant
- John R. MillbernCapital Client Group, Inc. · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Terilyn SchwartzOxford Financial Group, Ltd. · Certified Financial Planner, Chartered Financial Consultant
- Abby H. SchweigartEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Edward J. SnyderCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- Adam J. TrentCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Kenneth E. Varndell IIOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Edward R. WildermuthSavvy · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Carmel
Cetera Investment Advisers LLC 5State Farm Investment Management Corp. 4Capital Client Group, Inc. 2Commonwealth Financial Network 1Edward Jones 1Goelzer Investment Management 1Halter Ferguson Financial Inc. 1Keystone Financial Advisory, LLC 1LPL Financial LLC 1Oneamerica Securities, Inc. 1Osaic Wealth, Inc. 1Oxford Financial Group, Ltd. 1Parkwoods Wealth Partners, LLC 1Savvy 1Valic Financial Advisors, Inc. 1
ChFC advisors in other Indiana cities
All of Indiana →Indianapolis 63Fort Wayne 23Kokomo 11Fishers 10Granger 10Columbus 8Lafayette 7Bloomington 6Jeffersonville 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 Carmel, IN?
23 SEC-registered investment adviser representatives at firm offices in Carmel, Indiana list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (5).
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 Carmel?
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.