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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Rochester, MI

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

5 ChFC holders work in Rochester; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Rochester, A to Z

Every advisor in Rochester →
  • Timothy P. BogertProsperity Capital Advisors · Chartered Financial Consultant
  • Leonard M. BrunkeyCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Beth L. DeckerRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Shaun D. HamptonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephen P. SolversonRaymond James & Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Rochester

Ameriprise Financial Services, LLC 1Cambridge Investment Research Advisors, Inc. 1Prosperity Capital Advisors 1Raymond James & Associates, Inc. 1Raymond James Financial Services Advisors, 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 7Novi 7Auburn Hills 6East Lansing 6Marquette 6Midland 6Northville 5Williamston 5Birmingham 4Clarkston 4Edwardsburg 4Gaylord 4

Questions

How many ChFC financial advisors are in Rochester, MI?

5 SEC-registered investment adviser representatives at firm offices in Rochester, Michigan list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Rochester?

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.