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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in White Bear Lake, MN

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

The short answer

3 ChFC holders work in White Bear Lake; the most are at State Farm Investment Management Corp. (2). 2 are also registered broker representatives.

ChFC advisors in White Bear Lake, A to Z

Every advisor in White Bear Lake →
  • Tyler P. AntonyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jesse R. JohnsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Thomas J. Thompson IIIThompson Financial Transitions Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in White Bear Lake

State Farm Investment Management Corp. 2Thompson Financial Transitions Inc. 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 4Roseville 4St. Louis Park 4Bemidji 3Burnsville 3Cloquet 3Duluth 3Eden Prairie 3Mankato 3

Questions

How many ChFC financial advisors are in White Bear Lake, MN?

3 SEC-registered investment adviser representatives at firm offices in White Bear Lake, Minnesota list the ChFC designation; State Farm Investment Management Corp. 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 White Bear Lake?

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.