Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Novi, MI
Every SEC-registered financial advisor at a firm office in Novi who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Novi; the most are at Pathworks Financial, Inc. (2). 2 are also registered broker representatives.
ChFC advisors in Novi, A to Z
Every advisor in Novi →- Mark P. AderOsaic Wealth, Inc. · Chartered Financial Consultant
- Jeanne G. BaldwinEdelman Financial Engines · Certified Financial Planner, Chartered Financial Consultant
- Adam J. BresslerDahring | Cusmano And Associates · Chartered Financial Consultant
- Scott A. FishelCreative Planning · Certified Financial Planner, Chartered Financial Consultant
- Michael D. HyckiAmeriprise Financial Services, LLC · Chartered Financial Consultant
- David R. MercierPathworks Financial, Inc. · Chartered Financial Consultant
- Robert P. SchmanskyPathworks Financial, Inc. · Chartered Financial Consultant
Firms with the most ChFC holders in Novi
Pathworks Financial, Inc. 2Ameriprise Financial Services, LLC 1Creative Planning 1Dahring | Cusmano And Associates 1Edelman Financial Engines 1Osaic Wealth, Inc. 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 7Auburn Hills 6East Lansing 6Marquette 6Midland 6Northville 5Rochester 5Williamston 5Birmingham 4Clarkston 4Edwardsburg 4Gaylord 4
Questions
How many ChFC financial advisors are in Novi, MI?
7 SEC-registered investment adviser representatives at firm offices in Novi, Michigan list the ChFC designation; Pathworks Financial, Inc. employs the most of them (2).
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 Novi?
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.