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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Wayzata, MN

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

9 ChFC holders work in Wayzata; the most are at B&E Investment Advisers, Inc. (3). 9 are also registered broker representatives.

ChFC advisors in Wayzata, A to Z

Every advisor in Wayzata →
  • Zachary J. AugustynState Farm Investment Management Corp. · Chartered Financial Consultant
  • Peter D. GiancolaState Farm Investment Management Corp. · Chartered Financial Consultant
  • David JacksonAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Sarah J. KaelbererB&E Investment Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • George C. KlimaPark Avenue Securities LLC · Chartered Financial Consultant
  • Laura L. MaksymkowB&E Investment Advisers, Inc. · Chartered Financial Consultant
  • Ryan MichaelisB&E Investment Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jacob M. SchrederState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bryan E. SchuenemannPrime Capital Financial · Chartered Financial Consultant

Firms with the most ChFC holders in Wayzata

B&E Investment Advisers, Inc. 3State Farm Investment Management Corp. 3Ameriprise Financial Services, LLC 1Park Avenue Securities LLC 1Prime Capital Financial 1

ChFC advisors in other Minnesota cities

All of Minnesota →

Minneapolis 64Edina 32Minnetonka 23Plymouth 21Bloomington 18Arden Hills 11Eagan 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 Wayzata, MN?

9 SEC-registered investment adviser representatives at firm offices in Wayzata, Minnesota list the ChFC designation; B&E Investment Advisers, Inc. 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 Wayzata?

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.