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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Carroll, IA

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

The short answer

4 ChFC holders work in Carroll; the most are at Eagle Strategies LLC (1). 4 are also registered broker representatives.

ChFC advisors in Carroll, A to Z

Every advisor in Carroll →
  • Jeffrey E. BoesNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Shellie L. HaluskaEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • David L. JohnsonEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
  • Matt J. RamaekersPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Carroll

Eagle Strategies LLC 1Edward Jones 1Northwestern Mutual Investment Services, LLC 1Principal Securities, Inc. 1

ChFC advisors in other Iowa cities

All of Iowa →

West Des Moines 61Cedar Rapids 28Urbandale 15Des Moines 14Bettendorf 8Iowa City 6Cedar Falls 5Davenport 5Fort Dodge 5Sioux City 5Ankeny 4W Des Moines 4Coralville 3Dubuque 3Fairfield 3Johnston 3Marion 3

Questions

How many ChFC financial advisors are in Carroll, IA?

4 SEC-registered investment adviser representatives at firm offices in Carroll, Iowa list the ChFC designation; Eagle Strategies LLC employs the most of them (1).

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 Carroll?

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.