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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Wentzville, MO

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

The short answer

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

ChFC advisors in Wentzville, A to Z

Every advisor in Wentzville →
  • Michael J. HaightState Farm Investment Management Corp. · Chartered Financial Consultant
  • Lesleh A. SpreckerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Charles G. StewartCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Wentzville

State Farm Investment Management Corp. 2Cambridge Investment Research Advisors, Inc. 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 4Lees Summit 4Maryland Heights 4Warrensburg 4Cape Girardeau 3Jefferson City 3Kirkwood 3Liberty 3Poplar Bluff 3Rolla 3Saint Charles 3

Questions

How many ChFC financial advisors are in Wentzville, MO?

3 SEC-registered investment adviser representatives at firm offices in Wentzville, 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 Wentzville?

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.