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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Marion, IA

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

The short answer

3 ChFC holders work in Marion; the most are at LPL Enterprise, LLC (1). 3 are also registered broker representatives.

ChFC advisors in Marion, A to Z

Every advisor in Marion →

Firms with the most ChFC holders in Marion

LPL Enterprise, LLC 1Osaic Wealth, 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 8Iowa City 6Cedar Falls 5Davenport 5Fort Dodge 5Sioux City 5Ankeny 4Carroll 4W Des Moines 4Coralville 3Dubuque 3Fairfield 3Johnston 3

Questions

How many ChFC financial advisors are in Marion, IA?

3 SEC-registered investment adviser representatives at firm offices in Marion, Iowa list the ChFC designation; LPL Enterprise, 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 Marion?

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.