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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Kansas City, MO

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

The short answer

13 ChFC holders work in Kansas City; the most are at Edward Jones (3). 10 are also registered broker representatives.

ChFC advisors in Kansas City, A to Z

Every advisor in Kansas City →
  • Ernest F. CollyerCraft & Sage Wealth · Chartered Financial Consultant
  • Markku T. HapponenModern Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Frank J. JanacaroState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael A. KeetonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Edwin R. KerleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Ryan A. KirbyEdward Jones · Chartered Financial Consultant
  • James W. MaderMader & Shannon Wealth Management · Chartered Financial Consultant
  • Joseph E. NowatzkiState Farm Investment Management Corp. · Chartered Financial Consultant
  • Bret A. OhlhausenState Farm Investment Management Corp. · Chartered Financial Consultant
  • James W. PeaveyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Daniel C. RaeberCetera Investment Advisers LLC · Chartered Financial Consultant
  • Michael A. RaeberCetera Investment Advisers LLC · Chartered Financial Consultant
  • Ryan D. SpringerEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Kansas City

Edward Jones 3State Farm Investment Management Corp. 3Cetera Investment Advisers LLC 2Raymond James Financial Services Advisors, Inc. 2Craft & Sage Wealth 1Mader & Shannon Wealth Management 1Modern Wealth Management, LLC 1

ChFC advisors in other Missouri cities

All of Missouri →

St. Louis 62Chesterfield 20Springfield 16Saint Louis 13St Louis 13Clayton 12Columbia 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 Kansas City, MO?

13 SEC-registered investment adviser representatives at firm offices in Kansas City, Missouri list the ChFC designation; Edward Jones 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 Kansas City?

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.