Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in North Platte, NE
Every SEC-registered financial advisor at a firm office in North Platte who lists the Chartered Financial Consultant designation, A to Z.
3 ChFC holders work in North Platte; the most are at Echo Financial LLC (1). 1 are also registered broker representatives.
ChFC advisors in North Platte, A to Z
Every advisor in North Platte →- Bobbi J. HolstState Farm Investment Management Corp. · Chartered Financial Consultant
- Echo W. PelsterEcho Financial LLC · Chartered Financial Consultant
- Douglas D. PetersonProfessional Financial Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in North Platte
Echo Financial LLC 1Professional Financial Advisors, LLC 1State Farm Investment Management Corp. 1
ChFC advisors in other Nebraska cities
All of Nebraska →Questions
How many ChFC financial advisors are in North Platte, NE?
3 SEC-registered investment adviser representatives at firm offices in North Platte, Nebraska list the ChFC designation; Echo Financial LLC employs the most of them (1).
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 North Platte?
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.