Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Overland Park, KS

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

79 ChFC holders work in Overland Park; the most are at Creative Planning (14). 35 are also registered broker representatives.

ChFC advisors in Overland Park, A to Z

Every advisor in Overland Park →
  • Joshua T. BanwartPrincipal Securities, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Katherine E. BennettCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Shari L. BevanCreativeone Wealth, LLC · Chartered Financial Consultant
  • Elmer R. BranchPrime Capital Financial · Certified Financial Planner, Chartered Financial Consultant
  • Nancy A. BriguglioCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • Ryan W. BrookeAllos Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Aaron M. BuemiOnedigital · Certified Financial Planner, Chartered Financial Consultant
  • Jennifer L. BurlesonCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • Eric J. CedorCreative Planning · Chartered Financial Consultant
  • Jace W. ChamplinRca Wealth Strategies LLC · Chartered Financial Consultant
  • David C. ChavezState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dean W. CherpitelLegacy Wealth Planning, LLC · Chartered Financial Consultant
  • James J. CiarmellaCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • James C. ClaiborneFinancial Partners Group, Inc. · Chartered Financial Consultant
  • Andrew F. ClarkLexaurum Advisors · Chartered Financial Consultant
  • Ryan ClearyOne Wealth Capital Management, LLC · Chartered Financial Consultant
  • Forrest W. CookCreativeone Securities, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christian CrumpackerEagle Strategies LLC · Chartered Financial Consultant
  • Bismarck O. DarkoCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • James DejulioCollaborative Portfolio Management · Chartered Financial Consultant
  • Perry J. DufresneCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • Todd C. EricsonCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • John W. EstesThrivent Investment Management Inc. · Chartered Financial Consultant
  • Francis M. GarganoCreativeone Wealth, LLC · Chartered Financial Consultant
  • Chad M. GloverCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Fredric E. GoodmanCreativeone Securities, LLC · Chartered Financial Consultant
  • Bradford E. HarrisOnedigital · Chartered Financial Consultant
  • Brian W. HarroldCreativeone Wealth, LLC · Chartered Financial Consultant
  • Sherri L. HazellMariner · Chartered Financial Consultant
  • James W. HeardCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • Geoffrey S. HuberTriune Financial Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Alyssa L. JenningsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • James D. KerseyCreativeone Wealth, LLC · Chartered Financial Consultant
  • Michael L. KloberdanzCreativeone Securities, LLC · Chartered Financial Consultant
  • Stewart S. KoestenAspyre Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
  • David S. KovachCreative Planning · Chartered Financial Consultant
  • Thomas R. KruegerCreative Planning · Chartered Financial Consultant
  • Samuel P. KruschelCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • Austin C. KuehlLPL Financial LLC · Chartered Financial Consultant
  • Scott J. LadukeState Farm Investment Management Corp. · Chartered Financial Consultant
  • Brian J. LeitnerMariner · Certified Financial Planner, Chartered Financial Consultant
  • Terri L. LewisPrime Capital Financial · Chartered Financial Consultant
  • Michael R. MannoneCreativeone Securities, LLC · Chartered Financial Consultant
  • Robert A. MassaPrime Capital Financial · Chartered Financial Consultant
  • Stephen W. MattocksOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Peter J. McGeeChief Advisors Corp. · Chartered Financial Consultant
  • Randy G. McQueenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Peter G. MenihanCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey G. MeyersOsaic Wealth, Inc. · Chartered Financial Consultant
  • Jimmy R. NashCreativeone Securities, LLC · Chartered Financial Consultant
  • Jeffrey A. NelsonOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael G. O'NeillMariner · Chartered Financial Consultant, Personal Financial Specialist
  • Loren W. OlsonRetirement Resources Inc. · Chartered Financial Consultant
  • Douglas R. PeeteGlobal Retirement Partners LLC · Chartered Financial Consultant
  • Jason PerezEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jill L. PivatoCreative Planning · Certified Financial Planner, Chartered Financial Consultant
  • Shaun R. ReevesState Farm Investment Management Corp. · Chartered Financial Consultant
  • Mark R. RobertsCreativeone Securities, LLC · Chartered Financial Consultant
  • Richard K. RyanMidwest Financial Group LLC · Certified Financial Planner, Chartered Financial Consultant
  • Todd A. SchickAspire Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Van G. SchillingerOnedigital · Certified Financial Planner, Chartered Financial Consultant
  • Debra A. SeawardCreative Planning · Chartered Financial Consultant
  • James P. SmithCreativeone Securities, LLC · Chartered Financial Consultant
  • Ramon SmithState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dennis M. SprattCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • James A. StanziolaCommonwealth Financial Network · Chartered Financial Consultant
  • David K. StoferMariner · Chartered Financial Consultant
  • William M. ThomasCreativeone Securities, LLC · Chartered Financial Consultant
  • Donna L. TildenPrincipal Securities, Inc. · Chartered Financial Consultant
  • Matthew J. TooleyLexaurum Advisors · Chartered Financial Consultant
  • Clayton D. TurnerCreativeone Wealth, LLC · Chartered Financial Consultant
  • Milind V. VaidyaCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Steven J. WartaRoadmap Wealth Management LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ralph D. WentzTfb Advisors, LLC · Chartered Financial Consultant
  • Reid S. WilsonOnedigital · Chartered Financial Consultant
  • Shateela M. WintersPrime Capital Financial · Certified Financial Planner, Chartered Financial Consultant
  • Ronald E. WoelkTwo West Capital Advisors LLC · Chartered Financial Consultant
  • Robert L. WoodardMariner Institutional, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Lance W. ZassoCreative Planning · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Overland Park

Creative Planning 14Creativeone Securities, LLC 8Creativeone Wealth, LLC 5Mariner 5Cambridge Investment Research Advisors, Inc. 4Onedigital 4Osaic Wealth, Inc. 4Prime Capital Financial 4State Farm Investment Management Corp. 4Edward Jones 2Lexaurum Advisors 2Principal Securities, Inc. 2Allos Investment Advisors, LLC 1Aspire Wealth Management 1Aspyre Wealth Partners 1

ChFC advisors in other Kansas cities

All of Kansas →

Wichita 27Topeka 18Leawood 11Lawrence 6Prairie Village 4Shawnee 4Hutchinson 3Lenexa 3Olathe 3

Questions

How many ChFC financial advisors are in Overland Park, KS?

79 SEC-registered investment adviser representatives at firm offices in Overland Park, Kansas list the ChFC designation; Creative Planning employs the most of them (14).

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 Overland Park?

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.