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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in St Charles, MO

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

5 ChFC holders work in St Charles; the most are at Edward Jones (3). 5 are also registered broker representatives.

ChFC advisors in St Charles, A to Z

Every advisor in St Charles →
  • Robert T. HaltermanEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Robert J. LangKestra Advisory Services, LLC · Chartered Financial Consultant
  • Anthony M. PalmerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jeffrey W. PomeroyEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Matthew D. SalinEdward Jones · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in St Charles

Edward Jones 3Kestra Advisory Services, LLC 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 6Lee's Summit 6Blue Springs 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 St Charles, MO?

5 SEC-registered investment adviser representatives at firm offices in St Charles, 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 St Charles?

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.