Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in St. Paul, MN
Every SEC-registered financial advisor at a firm office in St. Paul who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in St. Paul; the most are at Ballast Advisors, LLC (1). 3 are also registered broker representatives.
ChFC advisors in St. Paul, A to Z
Every advisor in St. Paul →- Thomas M. BaumgartnerCetera Investment Advisers LLC · Chartered Financial Consultant
- Leanne R. CasanovaState Farm Investment Management Corp. · Chartered Financial Consultant
- Julian E. LockePerennial Financial Services · Certified Financial Planner, Chartered Financial Consultant
- Peter J. RekstadCaptrust · Certified Financial Planner, Chartered Financial Consultant
- Steven A. SchmidtBallast Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in St. Paul
Ballast Advisors, LLC 1Captrust 1Cetera Investment Advisers LLC 1Perennial Financial Services 1State Farm Investment Management Corp. 1
ChFC advisors in other Minnesota cities
All of Minnesota →Minneapolis 64Edina 32Minnetonka 23Plymouth 21Bloomington 18Arden Hills 11Wayzata 9Eagan 8Rochester 8Maple Grove 7Lakeville 6Woodbury 6Apple 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 St. Paul, MN?
5 SEC-registered investment adviser representatives at firm offices in St. Paul, Minnesota list the ChFC designation; Ballast Advisors, LLC 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 St. Paul?
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.