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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Sterling Heights, MI

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

3 ChFC holders work in Sterling Heights; the most are at Edward Jones (1). 2 are also registered broker representatives.

ChFC advisors in Sterling Heights, A to Z

Every advisor in Sterling Heights →

Firms with the most ChFC holders in Sterling Heights

Edward Jones 1State Farm Investment Management Corp. 1Uhy Wealth Management Ria LLC 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 5Rochester 5Williamston 5Birmingham 4Clarkston 4Edwardsburg 4

Questions

How many ChFC financial advisors are in Sterling Heights, MI?

3 SEC-registered investment adviser representatives at firm offices in Sterling Heights, Michigan list the ChFC designation; Edward Jones 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 Sterling Heights?

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.