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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Leawood, KS

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

11 ChFC holders work in Leawood; the most are at Northwestern Mutual Investment Services, LLC (3). 10 are also registered broker representatives.

ChFC advisors in Leawood, A to Z

Every advisor in Leawood →
  • Scott C. AdamsCopper Financial · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. FilingFas Wealth Partners, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Scott B. HunsickerCreativeone Wealth, LLC · Chartered Financial Consultant
  • James V. KingNorthwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Timothy A. MoyerNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Raymond J. North Jr.Northwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Philip J. PaschangPrairie Advisory, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Whitney T. PoettgenEdward Jones · Chartered Financial Consultant
  • Angela D. RobinsonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stanley J. SchmidtEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Donald G. ThomasAmerican Century Investments Private Client Group, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Leawood

Northwestern Mutual Investment Services, LLC 3Edward Jones 2American Century Investments Private Client Group, Inc. 1Copper Financial 1Creativeone Wealth, LLC 1Fas Wealth Partners, Inc. 1LPL Financial LLC 1Prairie Advisory, LLC 1

ChFC advisors in other Kansas cities

All of Kansas →

Overland Park 79Wichita 27Topeka 18Lawrence 6Prairie Village 4Shawnee 4Hutchinson 3Lenexa 3Olathe 3

Questions

How many ChFC financial advisors are in Leawood, KS?

11 SEC-registered investment adviser representatives at firm offices in Leawood, Kansas list the ChFC designation; Northwestern Mutual Investment Services, LLC employs the most of them (3).

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 Leawood?

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.