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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Dubuque, IA

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

The short answer

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

ChFC advisors in Dubuque, A to Z

Every advisor in Dubuque →
  • Rachel S. DavisState Farm Investment Management Corp. · Chartered Financial Consultant
  • Scott A. GoinsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Scott G. LeibfriedStackstone Wealth, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Dubuque

State Farm Investment Management Corp. 2Stackstone Wealth, LLC 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 4Carroll 4W Des Moines 4Coralville 3Fairfield 3Johnston 3Marion 3

Questions

How many ChFC financial advisors are in Dubuque, IA?

3 SEC-registered investment adviser representatives at firm offices in Dubuque, 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 Dubuque?

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.