Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Clayton, MO
Every SEC-registered financial advisor at a firm office in Clayton who lists the Chartered Financial Consultant designation, A to Z.
12 ChFC holders work in Clayton; the most are at &Partners (4). 10 are also registered broker representatives.
ChFC advisors in Clayton, A to Z
Every advisor in Clayton →- Michael B. CurtisMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Terence A. DonaheParkwoods Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Pamela A. GlaserWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- David L. HarjoeNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Peter J. LeblancMML Investors Services, LLC · Chartered Financial Consultant
- Jacob R. LingardParkwoods Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Justin T. Shaw&Partners · Certified Financial Planner, Chartered Financial Consultant
- David A. SmithCetera Investment Advisers LLC · Chartered Financial Consultant
- Barton J. TruittEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David Weiss&Partners · Chartered Financial Consultant
- Shawn P. Wiegand&Partners · Chartered Financial Consultant
- Aaron Yoon&Partners · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Clayton
&Partners 4MML Investors Services, LLC 2Parkwoods Wealth Partners, LLC 2Cetera Investment Advisers LLC 1Edward Jones 1Northwestern Mutual Investment Services, LLC 1Wells Fargo Clearing Services, LLC 1
ChFC advisors in other Missouri cities
All of Missouri →St. Louis 62Chesterfield 20Springfield 16Kansas City 13Saint Louis 13St Louis 13Columbia 8Creve Coeur 7Independence 6Lee's Summit 6Blue Springs 5St Charles 5Ballwin 4Lees Summit 4Maryland Heights 4Warrensburg 4Cape Girardeau 3Jefferson City 3Kirkwood 3Liberty 3Poplar Bluff 3Rolla 3Saint Charles 3Wentzville 3
Questions
How many ChFC financial advisors are in Clayton, MO?
12 SEC-registered investment adviser representatives at firm offices in Clayton, Missouri list the ChFC designation; &Partners employs the most of them (4).
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 Clayton?
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.