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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lee's Summit, MO

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

The short answer

6 ChFC holders work in Lee's Summit; the most are at Cambridge Investment Research Advisors, Inc. (1). 5 are also registered broker representatives.

ChFC advisors in Lee's Summit, A to Z

Every advisor in Lee's Summit →
  • Bradley K. CollinsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Thomas C. DawsonMercury Capital Management, Inc. · Chartered Financial Consultant
  • William R. HenksCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Brian E. OrrCetera Investment Advisers LLC · Chartered Financial Consultant
  • Jordan N. RehagenCopper Financial · Certified Financial Planner, Chartered Financial Consultant
  • Perry D. WoolardFirst American Financial Advisors, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Lee's Summit

Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Copper Financial 1First American Financial Advisors, Inc. 1Mercury Capital Management, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other Missouri cities

All of Missouri →

St. Louis 62Chesterfield 20Springfield 16Kansas City 13Saint Louis 13St Louis 13Clayton 12Columbia 8Creve Coeur 7Independence 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 Lee's Summit, MO?

6 SEC-registered investment adviser representatives at firm offices in Lee's Summit, Missouri list the ChFC designation; Cambridge Investment Research Advisors, 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 Lee's Summit?

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.