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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Urbandale, IA

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

17 ChFC holders work in Urbandale; the most are at Integrity Alliance, LLC. (9). 12 are also registered broker representatives.

ChFC advisors in Urbandale, A to Z

Every advisor in Urbandale →
  • James ApostolicoIntegrity Alliance, LLC. · Certified Financial Planner, Chartered Financial Consultant
  • Willard E. GombertIntegrity Alliance, LLC. · Chartered Financial Consultant
  • John W. HansonIntegrity Alliance, LLC. · Chartered Financial Consultant
  • Justin M. JamesFoster Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John M. JettIntegrity Alliance, LLC. · Chartered Financial Consultant
  • Brandy S. LampPrincipal Advised Services · Certified Financial Planner, Chartered Financial Consultant
  • Michael D. LisleIntegrity Alliance, LLC. · Chartered Financial Consultant
  • Ashley L. Maher-WidenFoster Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Forrest PattersonIntegrity Alliance, LLC. · Chartered Financial Consultant
  • James M. PoindexterIndependent Wealth Network, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Bruce A. PopperIntegrity Alliance, LLC. · Certified Financial Planner, Chartered Financial Consultant
  • Steven G. ReedReed Financial, LLC · Chartered Financial Consultant
  • Bruce J. RothbardIntegrity Alliance, LLC. · Chartered Financial Consultant
  • Alexander ShcharanskyLPL Financial LLC · Chartered Financial Consultant
  • Burt A. SnoverIntegrity Alliance, LLC. · Chartered Financial Consultant
  • Mathew D. StagnerFoster Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kadin D. WhiteFoster Group, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Urbandale

Integrity Alliance, LLC. 9Foster Group, Inc. 4Independent Wealth Network, Inc. 1LPL Financial LLC 1Principal Advised Services 1Reed Financial, LLC 1

ChFC advisors in other Iowa cities

All of Iowa →

West Des Moines 61Cedar Rapids 25Des 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 Urbandale, IA?

17 SEC-registered investment adviser representatives at firm offices in Urbandale, Iowa list the ChFC designation; Integrity Alliance, LLC. employs the most of them (9).

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 Urbandale?

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.