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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Kokomo, IN

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

11 ChFC holders work in Kokomo; the most are at Creative Financial Designs, Inc. (8). 9 are also registered broker representatives.

ChFC advisors in Kokomo, A to Z

Every advisor in Kokomo →
  • Orrie C. AugsburgerCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Edward F. CampCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. DusoldCreative Financial Designs, Inc. · Chartered Financial Consultant
  • Joseph L. HidalgoCreative Financial Designs, Inc. · Chartered Financial Consultant
  • Reed A. HubbertGettings Busch Wealth Management · Chartered Financial Consultant
  • Christopher C. HullCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kyle M. MarburgerCreative Financial Designs, Inc. · Chartered Financial Consultant
  • Mickey L. OwensCreative Financial Designs, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Christopher M. RockeyCreative Financial Designs, Inc. · Chartered Financial Consultant
  • Neal A. RouchOsaic Wealth, Inc. · Chartered Financial Consultant
  • Richard A. SmithSmith Financial · Chartered Financial Consultant

Firms with the most ChFC holders in Kokomo

Creative Financial Designs, Inc. 8Gettings Busch Wealth Management 1Osaic Wealth, Inc. 1Smith Financial 1

ChFC advisors in other Indiana cities

All of Indiana →

Indianapolis 63Carmel 23Fort Wayne 23Fishers 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 Kokomo, IN?

11 SEC-registered investment adviser representatives at firm offices in Kokomo, Indiana list the ChFC designation; Creative Financial Designs, Inc. employs the most of them (8).

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 Kokomo?

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.