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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lenexa, KS

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

The short answer

3 ChFC holders work in Lenexa; the most are at Cetera Investment Advisers LLC (1). 1 are also registered broker representatives.

ChFC advisors in Lenexa, A to Z

Every advisor in Lenexa →
  • James W. BoldtLexaurum Advisors · Chartered Financial Consultant
  • David F. LoftusCetera Investment Advisers LLC · Chartered Financial Consultant
  • Michael E. PyleChallenge Everything Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Lenexa

Cetera Investment Advisers LLC 1Challenge Everything Financial LLC 1Lexaurum Advisors 1

ChFC advisors in other Kansas cities

All of Kansas →

Overland Park 75Wichita 27Topeka 16Leawood 11Lawrence 4Shawnee 4Hutchinson 3Olathe 3Prairie Village 3

Questions

How many ChFC financial advisors are in Lenexa, KS?

3 SEC-registered investment adviser representatives at firm offices in Lenexa, Kansas list the ChFC designation; Cetera Investment Advisers 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 Lenexa?

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.