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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Roseville, MN

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

4 ChFC holders work in Roseville; the most are at Edward Jones (3). 4 are also registered broker representatives.

ChFC advisors in Roseville, A to Z

Every advisor in Roseville →
  • Thomas A. BerlinEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Gavin E. CraigAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Paul L. McCreightEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Nicholas UzpenEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Roseville

Edward Jones 3Ameriprise Financial 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 4St. Louis Park 4Bemidji 3Burnsville 3Cloquet 3Duluth 3Eden Prairie 3Mankato 3Marshall 3

Questions

How many ChFC financial advisors are in Roseville, MN?

4 SEC-registered investment adviser representatives at firm offices in Roseville, Minnesota list the ChFC designation; Edward Jones employs the most of them (3).

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 Roseville?

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.