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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Rochester, MN

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

8 ChFC holders work in Rochester; the most are at Ameriprise Financial Services, LLC (2). 8 are also registered broker representatives.

ChFC advisors in Rochester, A to Z

Every advisor in Rochester →
  • Jeffrey F. BiglerOsaic Wealth, Inc. · Chartered Financial Consultant
  • Arlin M. Bornschlegl Jr.Thrivent Investment Management Inc. · Chartered Financial Consultant
  • Dennis N. BussianAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott A. DewitzAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Earl N. Helder Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated · Chartered Financial Consultant
  • Matthew S. KechelyState Farm Investment Management Corp. · Chartered Financial Consultant
  • James P. MarquardtRBC Capital Markets, LLC · Chartered Financial Consultant
  • Terry D. NelsonGeneos Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Rochester

Ameriprise Financial Services, LLC 2Geneos Wealth Management, Inc. 1Merrill Lynch, Pierce, Fenner & Smith Incorporated 1Osaic Wealth, Inc. 1RBC Capital Markets, LLC 1State 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 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 Rochester, MN?

8 SEC-registered investment adviser representatives at firm offices in Rochester, Minnesota list the ChFC designation; Ameriprise Financial Services, 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 Rochester?

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.