Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Bozeman, MT
Every SEC-registered financial advisor at a firm office in Bozeman who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Bozeman; the most are at State Farm Investment Management Corp. (2). 4 are also registered broker representatives.
ChFC advisors in Bozeman, A to Z
Every advisor in Bozeman →- William R. DrexlerXypn Sapphire · Certified Financial Planner, Chartered Financial Consultant
- Michael FinnXypn Sapphire · Certified Financial Planner, Chartered Financial Consultant
- Kelly K. JohnsonState Farm Investment Management Corp. · Chartered Financial Consultant
- Justin LappeEdward Jones · Chartered Financial Consultant
- Michael E. MaierleRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- Meghann P. McKennaEagle Strategies LLC · Chartered Financial Consultant
- Jeff A. WeedinState Farm Investment Management Corp. · Chartered Financial Consultant
Firms with the most ChFC holders in Bozeman
State Farm Investment Management Corp. 2Xypn Sapphire 2Eagle Strategies LLC 1Edward Jones 1Raymond James Financial Services Advisors, Inc. 1
ChFC advisors in other Montana cities
All of Montana →Questions
How many ChFC financial advisors are in Bozeman, MT?
7 SEC-registered investment adviser representatives at firm offices in Bozeman, Montana 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 Bozeman?
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.