Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in W Des Moines, IA
Every SEC-registered financial advisor at a firm office in W Des Moines who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in W Des Moines; the most are at Northwestern Mutual Investment Services, LLC (4). 5 are also registered broker representatives.
ChFC advisors in W Des Moines, A to Z
Every advisor in W Des Moines →- Keith A. ErhardNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- James E. LundersState Farm Investment Management Corp. · Chartered Financial Consultant
- Craig P. MickelsonNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Francis J. Oppold Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Richard J. Pertzborn Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in W Des Moines
Northwestern Mutual Investment Services, LLC 4State Farm Investment Management Corp. 1
ChFC advisors in other Iowa cities
All of Iowa →West Des Moines 61Cedar Rapids 25Urbandale 17Des Moines 14Iowa City 8Bettendorf 7Ankeny 5Cedar Falls 5Davenport 5Fort Dodge 4Sioux City 4Coralville 3Dubuque 3Fairfield 3Johnston 3Marion 3
Questions
How many ChFC financial advisors are in W Des Moines, IA?
5 SEC-registered investment adviser representatives at firm offices in W Des Moines, Iowa list the ChFC designation; Northwestern Mutual Investment Services, LLC 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 W Des Moines?
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.