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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Louisville, KY

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

The short answer

37 ChFC holders work in Louisville; the most are at State Farm Investment Management Corp. (10). 28 are also registered broker representatives.

ChFC advisors in Louisville, A to Z

Every advisor in Louisville →
  • Michael D. BushNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Michael J. CarbinoPrivate Client Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Zachary A. ChamberlainRobert W. Baird & Co. Incorporated · Certified Financial Planner, Chartered Financial Consultant
  • Michael T. CoulterState Farm Investment Management Corp. · Chartered Financial Consultant
  • Roger CoxEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Julie L. DoakState Farm Investment Management Corp. · Chartered Financial Consultant
  • Terry G. FenwickEagle Strategies LLC · Chartered Financial Consultant
  • Michael V. FriedaPrivate Client Services, LLC · Chartered Financial Consultant
  • Donald L. GartonAdvantage Investment Management · Certified Financial Planner, Chartered Financial Consultant
  • John M. GehriStrategic Wealth Investment Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joseph A. Gottbrath Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Kenneth T. Graeter IIEdward Jones · Chartered Financial Consultant
  • Michael H. GrossCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Joshua B. HainesState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel L. HardtOneascent Financial Services LLC · Certified Financial Planner, Chartered Financial Consultant
  • Christina M. HarmonWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lisa C. HeffleyAdvantage Investment Management · Chartered Financial Consultant
  • Michael L. JonesSilver Oak Securities, Incorporated · Certified Financial Planner, Chartered Financial Consultant
  • Michael G. KenneyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bruce A. LafferreMwa Financial Services Inc. · Chartered Financial Consultant
  • Karla LovewellState Farm Investment Management Corp. · Chartered Financial Consultant
  • Robert M. MelilloEdward Jones · Chartered Financial Consultant
  • David G. MetzlerEagle Strategies LLC · Chartered Financial Consultant
  • Alan R. NocitoMc Financial Services, Inc. · Chartered Financial Consultant
  • Nicholas B. NunleyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Esmeralda QuinteroPrivate Client Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian W. RamseyFamily Wealth Planning Partners · Certified Financial Planner, Chartered Financial Consultant
  • Anthony S. RobertsProsperity Asset Management, LLC · Chartered Financial Consultant
  • Michael S. RomaineMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Gregory T. RussellStratos Wealth Partners, Ltd. · Chartered Financial Consultant
  • Ernest A. SampsonPrivate Client Services, LLC · Chartered Financial Consultant
  • Lisa H. SamsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bruce S. UdellPrivate Client Services, LLC · Chartered Financial Consultant
  • Gregory T. VincentState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael L. Waldridge Jr.Cerity Partners LLC · Chartered Financial Consultant
  • Samuel WheelerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Courtney J. YartzAmeriprise Financial Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Louisville

State Farm Investment Management Corp. 10Private Client Services, LLC 5Edward Jones 3Advantage Investment Management 2Eagle Strategies LLC 2Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Cerity Partners LLC 1Family Wealth Planning Partners 1MML Investors Services, LLC 1Mc Financial Services, Inc. 1Mwa Financial Services Inc. 1Northwestern Mutual Investment Services, LLC 1Oneascent Financial Services LLC 1Prosperity Asset Management, LLC 1

ChFC advisors in other Kentucky cities

All of Kentucky →

Lexington 10Owensboro 3

Questions

How many ChFC financial advisors are in Louisville, KY?

37 SEC-registered investment adviser representatives at firm offices in Louisville, Kentucky list the ChFC designation; State Farm Investment Management Corp. employs the most of them (10).

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 Louisville?

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.