Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Apple Valley, MN
Every SEC-registered financial advisor at a firm office in Apple Valley who lists the Chartered Financial Consultant designation, A to Z.
4 ChFC holders work in Apple Valley; the most are at Edward Jones (1). 2 are also registered broker representatives.
ChFC advisors in Apple Valley, A to Z
Every advisor in Apple Valley →- Jessica FieldsEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Steven D. LorenzLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert W. WardFountain Financial Group, Inc. · Chartered Financial Consultant
- Steven D. ZimmermanMindful Asset Planning · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Apple Valley
Edward Jones 1Fountain Financial Group, Inc. 1LPL Financial LLC 1Mindful Asset Planning 1
ChFC advisors in other Minnesota cities
All of Minnesota →Minneapolis 64Edina 32Minnetonka 23Plymouth 21Bloomington 18Arden Hills 11Wayzata 9Eagan 8Rochester 8Maple Grove 7Lakeville 6Woodbury 6St. Paul 5Golden Valley 4Oakdale 4Roseville 4St. Louis Park 4Bemidji 3Burnsville 3Cloquet 3Duluth 3Eden Prairie 3Mankato 3Marshall 3
Questions
How many ChFC financial advisors are in Apple Valley, MN?
4 SEC-registered investment adviser representatives at firm offices in Apple Valley, Minnesota 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 Apple Valley?
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.