Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lees Summit, MO

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

4 ChFC holders work in Lees Summit; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Lees Summit, A to Z

Every advisor in Lees Summit →
  • Donald J. ClementsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Angela M. HudsonCetera Investment Advisers LLC · Chartered Financial Consultant
  • Benjamin T. KrapuQp Financial · Certified Financial Planner, Chartered Financial Consultant
  • Dillon R. WaitState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Lees Summit

State Farm Investment Management Corp. 2Cetera Investment Advisers LLC 1Qp Financial 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 6Lee's Summit 6Blue Springs 5St Charles 5Ballwin 4Maryland Heights 4Warrensburg 4Cape Girardeau 3Jefferson City 3Kirkwood 3Liberty 3Poplar Bluff 3Rolla 3Saint Charles 3Wentzville 3

Questions

How many ChFC financial advisors are in Lees Summit, MO?

4 SEC-registered investment adviser representatives at firm offices in Lees Summit, Missouri list the ChFC designation; State Farm Investment Management Corp. 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 Lees 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.