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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Kalamazoo, MI

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

The short answer

8 ChFC holders work in Kalamazoo; the most are at Gasaway Investment Advisors, Inc. (3). 3 are also registered broker representatives.

ChFC advisors in Kalamazoo, A to Z

Every advisor in Kalamazoo →
  • Ryan M. DausDaus Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Leland S. Ellis IIState Farm Investment Management Corp. · Chartered Financial Consultant
  • James E. GasawayGasaway Investment Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Chase M. ImbergerGasaway Investment Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Trenden PeacockDaus Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Mark G. SteginkKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ethan H. ThiesGasaway Investment Advisors, Inc. · Chartered Financial Consultant
  • Jonathan M. VargoEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Kalamazoo

Gasaway Investment Advisors, Inc. 3Daus Financial Group, LLC 2Edward Jones 1Kestra Advisory Services, LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Michigan cities

All of Michigan →

Grand Rapids 36Ann Arbor 31Southfield 22Troy 20Okemos 15Bloomfield Hills 10Ada 9Lansing 9Saginaw 9Farmington Hills 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 Kalamazoo, MI?

8 SEC-registered investment adviser representatives at firm offices in Kalamazoo, Michigan list the ChFC designation; Gasaway Investment Advisors, Inc. 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 Kalamazoo?

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.