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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Fargo, ND

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

The short answer

8 ChFC holders work in Fargo; the most are at Eagle Strategies LLC (2). 7 are also registered broker representatives.

ChFC advisors in Fargo, A to Z

Every advisor in Fargo →
  • James L. DrummondSpc · Chartered Financial Consultant
  • Richard W. EngenGreat Plains Advisory Services LLC · Chartered Financial Consultant
  • Steven R. HartmanEagle Strategies LLC · Chartered Financial Consultant
  • Tyler D. HartmanEagle Strategies LLC · Chartered Financial Consultant
  • Jay C. MatthewsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • John R. NyquistEdward Jones · Chartered Financial Consultant
  • Teddi J. PaulsonAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Rodney A. SchauerComplete Investment Advisory, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Fargo

Eagle Strategies LLC 2Ameriprise Financial Services, LLC 1Cetera Investment Advisers LLC 1Complete Investment Advisory, LLC 1Edward Jones 1Great Plains Advisory Services LLC 1Spc 1

ChFC advisors in other North Dakota cities

All of North Dakota →

Grand Forks 5Bismarck 3

Questions

How many ChFC financial advisors are in Fargo, ND?

8 SEC-registered investment adviser representatives at firm offices in Fargo, North Dakota list the ChFC designation; Eagle Strategies LLC 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 Fargo?

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.