Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Montana
Every SEC-registered financial advisor in Montana who lists the Chartered Financial Consultant designation, by city.
The short answer
50 ChFC holders work in Montana; the most are in Missoula (12).
Cities in Montana with ChFC holders
Every advisor in Montana →Missoula 12Billings 7Bozeman 6Helena 6
14 smaller places with one or two ChFC holders are in the advisor search.
ChFC advisors in other states
CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many ChFC financial advisors are in Montana?
50 SEC-registered investment adviser representatives in Montana list the ChFC designation; the most work in Missoula (12).
What is a ChFC?
ChFC stands for Chartered Financial Consultant, The American College's financial-planning designation: eight courses and three years of experience.
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.