Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Bettendorf, IA
Every SEC-registered financial advisor at a firm office in Bettendorf who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Bettendorf; the most are at Northwestern Mutual Investment Services, LLC (2). 7 are also registered broker representatives.
ChFC advisors in Bettendorf, A to Z
Every advisor in Bettendorf →- Michael K. DrymillerNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Jason M. FolsomPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Gregory A. Hancock Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
- Theodore L. HathawayNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Katie L. MeloanRBC Capital Markets, LLC · Chartered Financial Consultant
- John R. PavelkaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Myra J. VeryLPL Financial LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Bettendorf
Northwestern Mutual Investment Services, LLC 2LPL Financial LLC 1Principal Securities, Inc. 1RBC Capital Markets, LLC 1Raymond James Financial Services Advisors, Inc. 1State Farm Investment Management Corp. 1
ChFC advisors in other Iowa cities
All of Iowa →West Des Moines 61Cedar Rapids 25Urbandale 17Des Moines 14Iowa City 8Ankeny 5Cedar Falls 5Davenport 5W Des Moines 5Fort Dodge 4Sioux City 4Coralville 3Dubuque 3Fairfield 3Johnston 3Marion 3
Questions
How many ChFC financial advisors are in Bettendorf, IA?
7 SEC-registered investment adviser representatives at firm offices in Bettendorf, Iowa list the ChFC designation; Northwestern Mutual Investment Services, LLC 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 Bettendorf?
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.