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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mankato, MN

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

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

ChFC advisors in Mankato, A to Z

Every advisor in Mankato →
  • Gary S. JohnsonMML Investors Services, LLC · Chartered Financial Consultant
  • Larry A. KuyperLifeplan Financial, LLC · Chartered Financial Consultant
  • Kaylee M. PhelpsEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Mankato

Edward Jones 1Lifeplan Financial, LLC 1MML Investors Services, LLC 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 5Apple Valley 4Golden Valley 4Oakdale 4Roseville 4St. Louis Park 4Bemidji 3Burnsville 3Cloquet 3Duluth 3Eden Prairie 3Marshall 3

Questions

How many ChFC financial advisors are in Mankato, MN?

3 SEC-registered investment adviser representatives at firm offices in Mankato, 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 Mankato?

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.