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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Plymouth, MN

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

21 ChFC holders work in Plymouth; the most are at Wealth Enhancement Advisory Services, LLC (14). 13 are also registered broker representatives.

ChFC advisors in Plymouth, A to Z

Every advisor in Plymouth →
  • Eric M. AanesWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Jason AhlgrenWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Charles E. BologninoSide-By-Side Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Larry A. BorlaugThrivent Investment Management Inc. · Chartered Financial Consultant
  • Charles B. CampbellWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Michael CorgiatWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Damien S. CoutureWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel G. DolanWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Joan M. GillesOsaic Wealth, Inc. · Chartered Financial Consultant
  • James D. HilesWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Dennis R. HuergoWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Hoon KangAdvisory Solutions Group · Certified Financial Planner, Chartered Financial Consultant
  • David KeelWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Casey R. KreatzMML Investors Services, LLC · Chartered Financial Consultant
  • Kevin LandisWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • John R. MickelsonWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Amanda SachsWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Shawn M. ScottWealth Enhancement Advisory Services, LLC · Chartered Financial Consultant
  • Bernard L. SmitWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel R. StellaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • William B. WixonBerger Financial Group · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Plymouth

Wealth Enhancement Advisory Services, LLC 14Advisory Solutions Group 1Ameriprise Financial Services, LLC 1Berger Financial Group 1MML Investors Services, LLC 1Osaic Wealth, Inc. 1Side-By-Side Financial Planning, LLC 1Thrivent Investment Management Inc. 1

ChFC advisors in other Minnesota cities

All of Minnesota →

Minneapolis 64Edina 32Minnetonka 23Bloomington 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 3Mankato 3Marshall 3

Questions

How many ChFC financial advisors are in Plymouth, MN?

21 SEC-registered investment adviser representatives at firm offices in Plymouth, Minnesota list the ChFC designation; Wealth Enhancement Advisory Services, LLC employs the most of them (14).

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 Plymouth?

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.