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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Cedar Rapids, IA

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

25 ChFC holders work in Cedar Rapids; the most are at Bfc Planning, Inc. (4). 19 are also registered broker representatives.

ChFC advisors in Cedar Rapids, A to Z

Every advisor in Cedar Rapids →
  • Daniel A. AndereggCetera Investment Advisers LLC · Chartered Financial Consultant
  • Scott M. CooleyBasepoint Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Chad B. FriedmanNations Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kalvin M. Grabau-KeeleNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Jeffrey L. JohnsonEdward Jones · Chartered Financial Consultant
  • Kerry G. JuddBfc Planning, Inc. · Chartered Financial Consultant
  • Heath M. KilpatrickState Farm Investment Management Corp. · Chartered Financial Consultant
  • John T. MackEquitable Advisors, LLC · Chartered Financial Consultant
  • Todd J. ManternachAccel Wealth Management · Chartered Financial Consultant
  • Monte S. MartiOsaic Wealth, Inc. · Chartered Financial Consultant
  • Carol A. MayhartNations Financial Group, Inc. · Chartered Financial Consultant
  • Bret L. NiemuthBeacon Capital, LLC · Chartered Financial Consultant
  • Todd A. NyeBfc Planning, Inc. · Chartered Financial Consultant
  • John D. PatockBfc Planning, Inc. · Chartered Financial Consultant
  • Amber R. PaulsenTransamerica Financial Advisors, LLC · Chartered Financial Consultant
  • Terry J. PitchfordBfc Planning, Inc. · Chartered Financial Consultant
  • Mary E. RinehartTransamerica Retirement Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kirk A. SadilekBasepoint Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott W. ShawEagle Strategies LLC · Chartered Financial Consultant
  • Charles R. SnookCetera Investment Advisers LLC · Chartered Financial Consultant
  • Kelly M. StobbWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nicholas J. TimmCedar Point Capital Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kathryn M. WallaceBasepoint Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bruce A. WesternCreative Financial Designs, Inc. · Chartered Financial Consultant
  • Steven F. YerkesNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Cedar Rapids

Bfc Planning, Inc. 4Basepoint Wealth, LLC 3Cetera Investment Advisers LLC 2Nations Financial Group, Inc. 2Northwestern Mutual Investment Services, LLC 2Accel Wealth Management 1Beacon Capital, LLC 1Cedar Point Capital Partners, LLC 1Creative Financial Designs, Inc. 1Eagle Strategies LLC 1Edward Jones 1Equitable Advisors, LLC 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1Transamerica Financial Advisors, LLC 1

ChFC advisors in other Iowa cities

All of Iowa →

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

Questions

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

25 SEC-registered investment adviser representatives at firm offices in Cedar Rapids, Iowa list the ChFC designation; Bfc Planning, Inc. employs the most of them (4).

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 Rapids?

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.