Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Omaha, NE
Every SEC-registered financial advisor at a firm office in Omaha who lists the Chartered Financial Consultant designation, A to Z.
70 ChFC holders work in Omaha; the most are at Cwm, LLC (13). 46 are also registered broker representatives.
ChFC advisors in Omaha, A to Z
Every advisor in Omaha →- Michael J. AdelmanPrincipal Advised Services · Chartered Financial Consultant
- Katherine D. AgrilloCwm, LLC · Chartered Financial Consultant
- Jeffrey J. BreelingOsaic Wealth, Inc. · Chartered Financial Consultant
- Michael L. BridgmanCambridge Advisors Inc. · Chartered Financial Consultant
- Robert M. BrighamWells Fargo Clearing Services, LLC · Chartered Financial Consultant
- Michael J. Buckner Jr.Sequent Planning, LLC · Chartered Financial Consultant
- Justin W. CarlsonStevens Capital Partners · Certified Financial Planner, Chartered Financial Consultant
- Michael S. CarlsonCarlson Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant, Personal Financial Specialist
- Scott A. CarlsonOsaic Wealth, Inc. · Chartered Financial Consultant
- Akil B. DavisCetera Investment Advisers LLC · Chartered Financial Consultant
- Thomas W. Demory IIState Farm Investment Management Corp. · Chartered Financial Consultant
- Keith A. DerasCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Tandon G. DornCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Alan N. DuysenOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Paul A. FolkersCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. FridrichCwm, LLC · Chartered Financial Consultant
- Thomas K. HallCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Randy W. HarrisonCwm, LLC · Chartered Financial Consultant
- Timothy J. HarrisonNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Mark D. HeeneyRaymond James & Associates, Inc. · Chartered Financial Consultant
- Matthew C. HinzCwm, LLC · Chartered Financial Consultant
- Todd R. HolmesLPL Enterprise, LLC · Chartered Financial Consultant
- Joseph M. JohnCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Cory L. JumaState Farm Investment Management Corp. · Chartered Financial Consultant
- Sarah M. KelleyCwm, LLC · Chartered Financial Consultant
- Charles C. KnakeCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven J. KontzCetera Investment Advisers LLC · Chartered Financial Consultant
- Benjamin B. LarsonCetera Investment Advisers LLC · Chartered Financial Consultant
- Nancy J. Laug-SholinKeystone Financial Services, LLC · Chartered Financial Consultant
- Paul A. Ludacka Jr.Northwestern Mutual Investment Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Andrea MalekiState Farm Investment Management Corp. · Chartered Financial Consultant
- John T. MarascoLPL Financial LLC · Chartered Financial Consultant
- Steven L. MartinOsaic Wealth, Inc. · Chartered Financial Consultant
- Brian P. McGuireGeneos Wealth Management, Inc. · Chartered Financial Consultant
- Jaymon D. MeikleCwm, LLC · Chartered Financial Consultant
- Simeon C. MoesWealthplan Partners · Certified Financial Planner, Chartered Financial Consultant
- Todd A. MorrisCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- William D. MorrisonCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Patrick J. MoylanOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Sean D. MoylanOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Thomas A. OstlerCetera Investment Advisers LLC · Chartered Financial Consultant
- Dennis G. PeatrowskyVirtue Wealth Counsel, LLC · Chartered Financial Consultant
- Shawn K. PetersenThrivent Advisor Network, LLC · Chartered Financial Consultant
- Scott A. PfeilEagle Strategies LLC · Chartered Financial Consultant
- Mark A. RamaekersRaymond James & Associates, Inc. · Chartered Financial Consultant
- Rob A. RandelsNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Jon S. ReadCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Steven RohrigSequent Planning, LLC · Chartered Financial Consultant
- Stephen G. RossOsaic Wealth, Inc. · Chartered Financial Consultant
- Mark D. SafersteinAmeritas Advisory Services, LLC · Chartered Financial Consultant
- Mark R. SchererWealth Watch Advisors, Inc. · Chartered Financial Consultant
- Keith V. SchmidtDessonville Financial Group Incorporated · Certified Financial Planner, Chartered Financial Consultant
- Michael L. SchudelSmart Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
- Jeffrey D. SharpHub Investment Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
- Daniel L. ShuckSequent Planning, LLC · Certified Financial Planner, Chartered Financial Consultant
- Byron O. SmithOsaic Wealth, Inc. · Chartered Financial Consultant, Personal Financial Specialist
- David SnyderNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Candace E. SpechtState Farm Investment Management Corp. · Chartered Financial Consultant
- Brandon M. SteinhagenCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Michael R. StutzmanCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
- Robert F. SwartzbaughM Holdings Securities, Inc. · Chartered Financial Consultant
- Bryan J. SweetCwm, LLC · Chartered Financial Consultant
- Scott C. TaylorTeckmeyer Financial Services, L.L.C. · Chartered Financial Consultant
- Kenneth R. ThomasonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Frank D. TomaselloItm, Inc. (D/B/A Resource Consultants, Inc.) · Chartered Financial Consultant
- Phillip G. VogelVogel Wealth Management, LLC · Chartered Financial Consultant
- Thomas J. Von RiesenHub Investment Partners, LLC · Chartered Financial Consultant
- Wayne D. Wagner Jr.Wealthplan Investment Management LLC · Chartered Financial Consultant
- Gregory A. WamboltCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
- Hayden J. WillnerCwm, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Omaha
Cwm, LLC 13Osaic Wealth, Inc. 8Cetera Investment Advisers LLC 7Cambridge Investment Research Advisors, Inc. 4Northwestern Mutual Investment Services, LLC 4State Farm Investment Management Corp. 4Sequent Planning, LLC 3Hub Investment Partners, LLC 2Osaic Advisory Services, LLC 2Raymond James & Associates, Inc. 2Ameritas Advisory Services, LLC 1Cambridge Advisors Inc. 1Carlson Wealth, LLC 1Dessonville Financial Group Incorporated 1Eagle Strategies LLC 1
ChFC advisors in other Nebraska cities
All of Nebraska →Questions
How many ChFC financial advisors are in Omaha, NE?
70 SEC-registered investment adviser representatives at firm offices in Omaha, Nebraska list the ChFC designation; Cwm, LLC employs the most of them (13).
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 Omaha?
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.