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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Oakdale, MN

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

4 ChFC holders work in Oakdale; the most are at Strategic Advisers LLC (2). 4 are also registered broker representatives.

ChFC advisors in Oakdale, A to Z

Every advisor in Oakdale →
  • Kenneth CalvirdStrategic Advisers LLC · Chartered Financial Consultant
  • Chauncey W. CharlsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tyler J. HenrichsStrategic Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kevin G. SchwartzThrivent Investment Management Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Oakdale

Strategic Advisers LLC 2State Farm Investment Management Corp. 1Thrivent Investment Management Inc. 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 4Roseville 4St. Louis Park 4Bemidji 3Burnsville 3Cloquet 3Duluth 3Eden Prairie 3Mankato 3Marshall 3

Questions

How many ChFC financial advisors are in Oakdale, MN?

4 SEC-registered investment adviser representatives at firm offices in Oakdale, Minnesota list the ChFC designation; Strategic Advisers LLC 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 Oakdale?

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.