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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Iowa City, IA

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

The short answer

6 ChFC holders work in Iowa City; the most are at Ameriprise Financial Services, LLC (2). 6 are also registered broker representatives.

ChFC advisors in Iowa City, A to Z

Every advisor in Iowa City →
  • Bradley L. BaldesAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kevin M. CastlePrincipal Securities, Inc. · Chartered Financial Consultant
  • Devon B. InmanAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Carolina NewtonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Randal W. StuderAmeritas Advisory Services, LLC · Chartered Financial Consultant
  • Sarah F. WhitmoreMutual Of Omaha Investor Services, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Iowa City

Ameriprise Financial Services, LLC 2Ameritas Advisory Services, LLC 1Mutual Of Omaha Investor Services, Inc. 1Principal Securities, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other Iowa cities

All of Iowa →

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

Questions

How many ChFC financial advisors are in Iowa City, IA?

6 SEC-registered investment adviser representatives at firm offices in Iowa City, Iowa list the ChFC designation; Ameriprise Financial 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 Iowa City?

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.