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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Papillion, NE

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

The short answer

3 ChFC holders work in Papillion; the most are at Cambridge Investment Research Advisors, Inc. (1). 2 are also registered broker representatives.

ChFC advisors in Papillion, A to Z

Every advisor in Papillion →
  • Paul A. FolkersCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Rachelle K. HoodState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel B. KlineFair Winds Financial Planning · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Papillion

Cambridge Investment Research Advisors, Inc. 1Fair Winds Financial Planning 1State Farm Investment Management Corp. 1

ChFC advisors in other Nebraska cities

All of Nebraska →

Omaha 70Lincoln 27Elkhorn 4Grand Island 4Kearney 3North Platte 3

Questions

How many ChFC financial advisors are in Papillion, NE?

3 SEC-registered investment adviser representatives at firm offices in Papillion, Nebraska list the ChFC designation; Cambridge Investment Research Advisors, Inc. 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 Papillion?

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.