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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lincoln, NE

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

27 ChFC holders work in Lincoln; the most are at Osaic Wealth, Inc. (5). 23 are also registered broker representatives.

ChFC advisors in Lincoln, A to Z

Every advisor in Lincoln →
  • Sue A. AhmannState Farm Investment Management Corp. · Chartered Financial Consultant
  • Ryan C. BeasleyAmeritas Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Conner BodenState Farm Investment Management Corp. · Chartered Financial Consultant
  • John D. BoudreauAllstate Financial Advisors, LLC · Chartered Financial Consultant
  • Thomas L. ChiatalasAllstate Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Debra L. CirksenaAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jason R. DuggerEdward Jones · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Daniel D. DurenOsaic Wealth, Inc. · Chartered Financial Consultant
  • Jonathan A. ForemanAllstate Financial Advisors, LLC · Chartered Financial Consultant
  • Larry D. FreieBellwether Wealth · Chartered Financial Consultant
  • Alan E. KuzmaRoyal Fund Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Steven E. LangState Farm Investment Management Corp. · Chartered Financial Consultant
  • Tyler W. MainquistAmeritas Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jacob MessickAmeritas Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Myron A. OwensOsaic Wealth, Inc. · Chartered Financial Consultant
  • Douglas P. PfeiferEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Gary W. RobertsMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Robert J. RossiR2 Wealth Management Partners · Certified Financial Planner, Chartered Financial Consultant
  • Marvin R. SouchekCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Robert E. ThompsonEquity Services, Inc. · Chartered Financial Consultant
  • Steven TonkinOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Andrew M. Van HornState Farm Investment Management Corp. · Chartered Financial Consultant
  • Phyllis E. WebbLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ronald H. WilhelmAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Dustin J. WillOsaic Wealth, Inc. · Chartered Financial Consultant
  • Bryce J. WillibyOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • William T. ZimmerLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Lincoln

Osaic Wealth, Inc. 5State Farm Investment Management Corp. 4Allstate Financial Advisors, LLC 3Ameritas Advisory Services, LLC 3Ameriprise Financial Services, LLC 2Edward Jones 2LPL Financial LLC 2Bellwether Wealth 1Cambridge Investment Research Advisors, Inc. 1Equity Services, Inc. 1MML Investors Services, LLC 1R2 Wealth Management Partners 1Royal Fund Management, LLC 1

ChFC advisors in other Nebraska cities

All of Nebraska →

Omaha 70Elkhorn 4Grand Island 4Kearney 3North Platte 3

Questions

How many ChFC financial advisors are in Lincoln, NE?

27 SEC-registered investment adviser representatives at firm offices in Lincoln, Nebraska list the ChFC designation; Osaic Wealth, Inc. 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 Lincoln?

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.