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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Woodbury, MN

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

6 ChFC holders work in Woodbury; the most are at Associated Investment Services, Inc. (1). 4 are also registered broker representatives.

ChFC advisors in Woodbury, A to Z

Every advisor in Woodbury →
  • Brett W. AndersonSt. Croix Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael D. BrockerLegacy Wealth · Chartered Financial Consultant
  • David M. HammerHammer Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jeffrey M. KnuppState Farm Investment Management Corp. · Chartered Financial Consultant
  • Steven J. SchoederAssociated Investment Services, Inc. · Chartered Financial Consultant
  • Aaron D. SmaagaardGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Woodbury

Associated Investment Services, Inc. 1Great Valley Advisor Group, LLC 1Hammer Advisory Services, Inc. 1Legacy Wealth 1St. Croix Advisors, LLC 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 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 Woodbury, MN?

6 SEC-registered investment adviser representatives at firm offices in Woodbury, Minnesota list the ChFC designation; Associated Investment Services, Inc. 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 Woodbury?

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.