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 Auburn Hills, MI

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

6 ChFC holders work in Auburn Hills; the most are at Ameriprise Financial Services, LLC (3). 5 are also registered broker representatives.

ChFC advisors in Auburn Hills, A to Z

Every advisor in Auburn Hills →
  • David M. BoikeRetirement Resources, LLC · Chartered Financial Consultant
  • Henry J. GuzzoAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Shannon K. KlugAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Robert J. MooreCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey R. SteeleCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Jill SyracuseAmeriprise Financial Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Auburn Hills

Ameriprise Financial Services, LLC 3Commonwealth Financial Network 2Retirement Resources, LLC 1

ChFC advisors in other Michigan cities

All of Michigan →

Grand Rapids 36Ann Arbor 31Southfield 22Troy 20Okemos 15Bloomfield Hills 10Ada 9Lansing 9Saginaw 9Farmington Hills 8Kalamazoo 8Brighton 7Holland 7Novi 7East Lansing 6Marquette 6Midland 6Northville 5Rochester 5Williamston 5Birmingham 4Clarkston 4Edwardsburg 4Gaylord 4

Questions

How many ChFC financial advisors are in Auburn Hills, MI?

6 SEC-registered investment adviser representatives at firm offices in Auburn Hills, Michigan list the ChFC designation; Ameriprise Financial 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 Auburn Hills?

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.