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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Missoula, MT

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

12 ChFC holders work in Missoula; the most are at Edward Jones (5). 10 are also registered broker representatives.

ChFC advisors in Missoula, A to Z

Every advisor in Missoula →
  • Susan ColyerEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Michael HyerEdward Jones · Chartered Financial Consultant
  • Eric R. JoyntProspettiva Financial · Certified Financial Planner, Chartered Financial Consultant
  • Riley T. McGiboneyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Rachael M. MorawskiEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Chester T. MorrisAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Caleb A. PepperdayAdvanced Practice Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
  • David A. RosulekEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Robert E. Rowe Jr.LPL Financial LLC · Chartered Financial Consultant
  • Robert D. SmithEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Darby J. SouthState Farm Investment Management Corp. · Chartered Financial Consultant
  • Emily L. TiemanState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Missoula

Edward Jones 5State Farm Investment Management Corp. 3Advanced Practice Planning, LLC 1Ameriprise Financial Services, LLC 1LPL Financial LLC 1Prospettiva Financial 1

ChFC advisors in other Montana cities

All of Montana →

Billings 7Bozeman 7Helena 6

Questions

How many ChFC financial advisors are in Missoula, MT?

12 SEC-registered investment adviser representatives at firm offices in Missoula, Montana list the ChFC designation; Edward Jones employs the most of them (5).

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 Missoula?

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.