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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Grand Forks, ND

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

6 ChFC holders work in Grand Forks; the most are at Brady Martz Wealth Solutions, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Grand Forks, A to Z

Every advisor in Grand Forks →
  • Brian R. EmersonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Jay C. MatthewsCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Joey L. MiedemaMorgan Stanley · Chartered Financial Consultant
  • James P. MortensonJohnson Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Zachary W. MotlBrady Martz Wealth Solutions, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kari VienOsaic Institutions, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Grand Forks

Brady Martz Wealth Solutions, LLC 1Cetera Investment Advisers LLC 1Edward Jones 1Johnson Wealth Management, LLC 1Morgan Stanley 1Osaic Institutions, Inc. 1

ChFC advisors in other North Dakota cities

All of North Dakota →

Fargo 6Bismarck 3

Questions

How many ChFC financial advisors are in Grand Forks, ND?

6 SEC-registered investment adviser representatives at firm offices in Grand Forks, North Dakota list the ChFC designation; Brady Martz Wealth Solutions, 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 Grand Forks?

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.