Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Southfield, MI
Every SEC-registered financial advisor at a firm office in Southfield who lists the Chartered Financial Consultant designation, A to Z.
22 ChFC holders work in Southfield; the most are at Hantz Financial Services, Inc. (12). 20 are also registered broker representatives.
ChFC advisors in Southfield, A to Z
Every advisor in Southfield →- Bryce BarteckHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Rico CameroneNew Era Investments LLC · Chartered Financial Consultant
- Margaret A. CullHantz Financial Services, Inc. · Chartered Financial Consultant
- Daniel J. Donohue Jr.MML Investors Services, LLC · Chartered Financial Consultant
- Patrick J. DrouillardHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Thomas M. DrouillardHantz Financial Services, Inc. · Chartered Financial Consultant
- Dale A. GlickOsaic Wealth, Inc. · Chartered Financial Consultant
- Elinor K. HoOsaic Wealth, Inc. · Chartered Financial Consultant
- Martin G. KellnMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kevin R. KneipOsaic Wealth, Inc. · Chartered Financial Consultant
- Jeffrey V. KotikovskyHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Brendan D. LachariteHantz Financial Services, Inc. · Chartered Financial Consultant
- Michael R. LeachStifel, Nicolaus & Company, Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Earl E. McHughMML Investors Services, LLC · Chartered Financial Consultant
- Shannon M. MyersHantz Financial Services, Inc. · Chartered Financial Consultant
- Jared R. OwenHantz Financial Services, Inc. · Chartered Financial Consultant
- Jacki L. PopadichHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Raquel A. RudderHantz Financial Services, Inc. · Chartered Financial Consultant
- Jessica L. ShermanHantz Financial Services, Inc. · Chartered Financial Consultant
- Nick J. ValentiOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Daniel A. WhiteCorecap Advisors · Chartered Financial Consultant
- Pamela A. WilsonHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Southfield
Hantz Financial Services, Inc. 12Osaic Wealth, Inc. 4MML Investors Services, LLC 3Corecap Advisors 1New Era Investments LLC 1Stifel, Nicolaus & Company, Incorporated 1
ChFC advisors in other Michigan cities
All of Michigan →Grand Rapids 36Ann Arbor 31Troy 20Okemos 15Bloomfield 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 Southfield, MI?
22 SEC-registered investment adviser representatives at firm offices in Southfield, Michigan list the ChFC designation; Hantz Financial Services, Inc. employs the most of them (12).
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 Southfield?
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.