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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Taylor, MI

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

3 ChFC holders work in Taylor; the most are at Hantz Financial Services, Inc. (3). 3 are also registered broker representatives.

ChFC advisors in Taylor, A to Z

Every advisor in Taylor →
  • Michael P. LacombeHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael P. LacombeHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Shawn M. MacdonellHantz Financial Services, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Taylor

Hantz Financial Services, Inc. 3

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 Taylor, MI?

3 SEC-registered investment adviser representatives at firm offices in Taylor, Michigan list the ChFC designation; Hantz Financial Services, Inc. employs the most of them (3).

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 Taylor?

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.