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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bismarck, ND

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

3 ChFC holders work in Bismarck; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Bismarck, A to Z

Every advisor in Bismarck →
  • Douglas R. BuehlerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Renae L. HaugState Farm Investment Management Corp. · Chartered Financial Consultant
  • Terry M. RichterState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Bismarck

State Farm Investment Management Corp. 2Osaic Wealth, Inc. 1

ChFC advisors in other North Dakota cities

All of North Dakota →

Fargo 6Grand Forks 6

Questions

How many ChFC financial advisors are in Bismarck, ND?

3 SEC-registered investment adviser representatives at firm offices in Bismarck, North Dakota list the ChFC designation; State Farm Investment Management Corp. employs the most of them (2).

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 Bismarck?

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.