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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Cedar Falls, IA

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

5 ChFC holders work in Cedar Falls; the most are at State Farm Investment Management Corp. (2). 5 are also registered broker representatives.

ChFC advisors in Cedar Falls, A to Z

Every advisor in Cedar Falls →
  • David A. BeatyHeartland Financial Services, Ltd. · Chartered Financial Consultant
  • James A. GirresHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Cindy S. GleasonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bradley H. JacobsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bradley J. McCunniffState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Cedar Falls

State Farm Investment Management Corp. 2Heartland Financial Services, Ltd. 1Hornor, Townsend & Kent, LLC 1LPL Financial LLC 1

ChFC advisors in other Iowa cities

All of Iowa →

West Des Moines 61Cedar Rapids 25Urbandale 17Des Moines 14Iowa City 8Bettendorf 7Ankeny 5Davenport 5W Des Moines 5Fort Dodge 4Sioux City 4Coralville 3Dubuque 3Fairfield 3Johnston 3Marion 3

Questions

How many ChFC financial advisors are in Cedar Falls, IA?

5 SEC-registered investment adviser representatives at firm offices in Cedar Falls, Iowa 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 Cedar Falls?

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.