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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Ann Arbor, MI

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

31 ChFC holders work in Ann Arbor; the most are at Spc (11). 28 are also registered broker representatives.

ChFC advisors in Ann Arbor, A to Z

Every advisor in Ann Arbor →
  • Michael G. AddorHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John C. AveryState Farm Investment Management Corp. · Chartered Financial Consultant
  • Darlene J. BonsonSpc · Certified Financial Planner, Chartered Financial Consultant
  • Matthew T. BowdenCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Vincent H. BuzolitsHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Arturo M. CamposSpc · Chartered Financial Consultant
  • Michael L. CarmoucheHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Robert W. Delambily Jr.Spc · Chartered Financial Consultant
  • Damian J. DeringConcorde Asset Management, LLC · Chartered Financial Consultant
  • Thomas P. DevolSpc · Certified Financial Planner, Chartered Financial Consultant
  • Christopher R. FischerNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • R B. HardySpc · Chartered Financial Consultant
  • David J. KeosaianHorizons Planning Corporation · Chartered Financial Consultant
  • David R. KernConcorde Asset Management, LLC · Chartered Financial Consultant
  • Joseph L. KettingerRetirement Income Solutions, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Patricia L. KhoeHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Amy E. LavoieHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Anthony J. MattarSpc · Chartered Financial Consultant
  • Stephen T. MattarSpc · Chartered Financial Consultant
  • Mark W. MikuckiSpc · Chartered Financial Consultant
  • Deanna J. MouatHantz Financial Services, Inc. · Chartered Financial Consultant
  • Sarah C. MurrayAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • David M. NicholsHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Paul W. PietroSpc · Chartered Financial Consultant
  • Michael O. ReidHantz Financial Services, Inc. · Chartered Financial Consultant
  • Lisa L. RichState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel J. StevensHantz Financial Services, Inc. · Chartered Financial Consultant
  • Austin A. TapleyHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jennifer J. VargasSpc · Chartered Financial Consultant
  • Douglas J. WattsMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Roger R. WerlingSpc · Chartered Financial Consultant

Firms with the most ChFC holders in Ann Arbor

Spc 11Hantz Financial Services, Inc. 10Concorde Asset Management, LLC 2State Farm Investment Management Corp. 2Ameriprise Financial Services, LLC 1Cwm, LLC 1Horizons Planning Corporation 1Mercer Global Advisors Inc. 1Northwestern Mutual Investment Services, LLC 1Retirement Income Solutions, Inc. 1

ChFC advisors in other Michigan cities

All of Michigan →

Grand Rapids 36Southfield 22Troy 20Okemos 15Bloomfield Hills 10Ada 9Lansing 9Saginaw 9Farmington Hills 8Kalamazoo 8Brighton 7Holland 7Novi 7Auburn Hills 6East Lansing 6Marquette 6Midland 6Northville 5Rochester 5Williamston 5Birmingham 4Clarkston 4Edwardsburg 4Gaylord 4

Questions

How many ChFC financial advisors are in Ann Arbor, MI?

31 SEC-registered investment adviser representatives at firm offices in Ann Arbor, Michigan list the ChFC designation; Spc employs the most of them (11).

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 Ann Arbor?

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.