Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Independence, MO
Every SEC-registered financial advisor at a firm office in Independence who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Independence; the most are at Edward Jones (2). 5 are also registered broker representatives.
ChFC advisors in Independence, A to Z
Every advisor in Independence →- Ronald C. FinkeStewardship Capital · Chartered Financial Consultant
- Amy N. HollonCetera Investment Advisers LLC · Chartered Financial Consultant
- Andrea N. McMillinEdward Jones · Chartered Financial Consultant
- James C. MitchellState Farm Investment Management Corp. · Chartered Financial Consultant
- Lesley S. SiegfriedState Farm Investment Management Corp. · Chartered Financial Consultant
- Shannon M. SundbergEdward Jones · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Independence
Edward Jones 2State Farm Investment Management Corp. 2Cetera Investment Advisers LLC 1Stewardship Capital 1
ChFC advisors in other Missouri cities
All of Missouri →St. Louis 62Chesterfield 20Springfield 16Kansas City 13Saint Louis 13St Louis 13Clayton 12Columbia 8Creve Coeur 7Lee'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 Independence, MO?
6 SEC-registered investment adviser representatives at firm offices in Independence, Missouri list the ChFC designation; Edward Jones 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 Independence?
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.