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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Traverse City, MI

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

4 ChFC holders work in Traverse City; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Traverse City, A to Z

Every advisor in Traverse City →
  • Mark R. FolgmannArk Advisors, LLC · Chartered Financial Consultant
  • Todd R. HartState Farm Investment Management Corp. · Chartered Financial Consultant
  • Neil A. SeabaseState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tod M. TaylorLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Traverse City

State Farm Investment Management Corp. 2Ark Advisors, LLC 1Bollin Wealth Management, LLC 1LPL Financial 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 Traverse City, MI?

4 SEC-registered investment adviser representatives at firm offices in Traverse City, Michigan list the ChFC designation; State Farm Investment Management Corp. employs the most of them (2).

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 Traverse City?

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.