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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Fort Wayne, IN

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

23 ChFC holders work in Fort Wayne; the most are at State Farm Investment Management Corp. (6). 18 are also registered broker representatives.

ChFC advisors in Fort Wayne, A to Z

Every advisor in Fort Wayne →
  • Kyle S. AschlimanCetera Investment Advisers LLC · Chartered Financial Consultant
  • Isaac J. BergHoward Bailey Securities, LLC · Chartered Financial Consultant
  • Neil A. BrysonEagle Strategies LLC · Chartered Financial Consultant
  • Chad L. BurchPhillips Financial · Certified Financial Planner, Chartered Financial Consultant
  • Michael C. CaleyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jennifer A. ChatfieldVestia Personal Wealth Advisors · Chartered Financial Consultant
  • Thomas J. DiemDiem Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Mark A. GriegerLPL Financial LLC · Chartered Financial Consultant
  • Olivia K. HinenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Latasha T. JohnsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Randall T. LehmanNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Jonathan P. LemanCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Christine R. MoringState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bruce A. PattersonHarbour Investments, Inc. · Chartered Financial Consultant
  • John R. RattiState Farm Investment Management Corp. · Chartered Financial Consultant
  • Scott A. RobinsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Karen M. RupertEdward Jones · Chartered Financial Consultant
  • Kenneth P. SchmidtFinancial Planning Services · Certified Financial Planner, Chartered Financial Consultant
  • Stephen J. SpoltmanSummit Consultants, Inc. · Chartered Financial Consultant
  • Layne W. VanstoneJ.P. Morgan Securities LLC · Chartered Financial Consultant
  • Casey B. WeadeHoward Bailey Securities, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Grant T. WelterHoward Bailey Securities, LLC · Chartered Financial Consultant
  • Valentine S. White-XayarathState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Fort Wayne

State Farm Investment Management Corp. 6Howard Bailey Securities, LLC 3Edward Jones 2LPL Financial LLC 2Cetera Investment Advisers LLC 1Commonwealth Financial Network 1Diem Wealth Management 1Eagle Strategies LLC 1Financial Planning Services 1Harbour Investments, Inc. 1J.P. Morgan Securities LLC 1Northwestern Mutual Investment Services, LLC 1Phillips Financial 1Summit Consultants, Inc. 1Vestia Personal Wealth Advisors 1

ChFC advisors in other Indiana cities

All of Indiana →

Indianapolis 63Carmel 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 Fort Wayne, IN?

23 SEC-registered investment adviser representatives at firm offices in Fort Wayne, Indiana list the ChFC designation; State Farm Investment Management Corp. employs the most of them (6).

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 Fort Wayne?

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.