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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Okemos, MI

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

The short answer

14 ChFC holders work in Okemos; the most are at Financial Strategies Group, Inc. (5). 9 are also registered broker representatives.

ChFC advisors in Okemos, A to Z

Every advisor in Okemos →
  • Andrew K. BeachHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brandon E. CarterFinancial Strategies Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brice P. CarterFinancial Strategies Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark E. CarterFinancial Strategies Group, Inc. · Chartered Financial Consultant
  • Jeffrey J. ColchinLPL Enterprise, LLC · Chartered Financial Consultant
  • Kyle R. CooperFinancial Strategies Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ethan C. DaviesHantz Financial Services, Inc. · Chartered Financial Consultant
  • Rex D. FosterHantz Financial Services, Inc. · Chartered Financial Consultant
  • Gary W. LudtkeLPL Enterprise, LLC · Chartered Financial Consultant
  • Justin T. MeyerFinancial Strategies Group, Inc. · Chartered Financial Consultant
  • Matthew J. SimsHantz Financial Services, Inc. · Chartered Financial Consultant
  • Karl M. SmathersState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jeffery H. SoperHantz Financial Services, Inc. · Chartered Financial Consultant
  • Ridge D. TefftState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Okemos

Financial Strategies Group, Inc. 5Hantz Financial Services, Inc. 5LPL Enterprise, LLC 2State Farm Investment Management Corp. 2

ChFC advisors in other Michigan cities

All of Michigan →

Grand Rapids 36Ann Arbor 31Southfield 22Troy 20Bloomfield 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 Okemos, MI?

14 SEC-registered investment adviser representatives at firm offices in Okemos, Michigan list the ChFC designation; Financial Strategies Group, Inc. employs the most of them (5).

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 Okemos?

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.