Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Lawrence, KS
Every SEC-registered financial advisor at a firm office in Lawrence who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Lawrence; the most are at Allworth Financial, L.P. (1). 3 are also registered broker representatives.
ChFC advisors in Lawrence, A to Z
Every advisor in Lawrence →- Patrick A. BrownCreative Planning · Chartered Financial Consultant
- Timothy P. MarcinekTriad Wealth Partners, LLC · Chartered Financial Consultant
- Judith L. McDanielAllworth Financial, L.P. · Chartered Financial Consultant
- Steven J. TerbovichNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Todd H. WalkerEdward Jones · Chartered Financial Consultant
- Laura E. WartaIntegrated Wealth Concepts LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Lawrence
Allworth Financial, L.P. 1Creative Planning 1Edward Jones 1Integrated Wealth Concepts LLC 1Northwestern Mutual Investment Services, LLC 1Triad Wealth Partners, LLC 1
ChFC advisors in other Kansas cities
All of Kansas →Overland Park 79Wichita 27Topeka 18Leawood 11Prairie Village 4Shawnee 4Hutchinson 3Lenexa 3Olathe 3
Questions
How many ChFC financial advisors are in Lawrence, KS?
6 SEC-registered investment adviser representatives at firm offices in Lawrence, Kansas list the ChFC designation; Allworth Financial, L.P. 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 Lawrence?
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.