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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Zionsville, IN

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

The short answer

4 ChFC holders work in Zionsville; the most are at State Farm Investment Management Corp. (2). 4 are also registered broker representatives.

ChFC advisors in Zionsville, A to Z

Every advisor in Zionsville →
  • David BruceState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael C. DickersonOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Todd G. McClureNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel A. ShreveState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Zionsville

State Farm Investment Management Corp. 2Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1

ChFC advisors in other Indiana cities

All of Indiana →

Indianapolis 71Fort Wayne 25Carmel 24Fishers 11Kokomo 11Granger 10Columbus 8Lafayette 8Bloomington 6Evansville 6Jeffersonville 6South Bend 6Greenwood 5Merrillville 5Brownsburg 4Marion 4Muncie 4New Albany 4Shelbyville 4Goshen 3Mishawaka 3Newburgh 3Noblesville 3North Vernon 3

Questions

How many ChFC financial advisors are in Zionsville, IN?

4 SEC-registered investment adviser representatives at firm offices in Zionsville, Indiana list the ChFC designation; State Farm Investment Management Corp. 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 Zionsville?

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.