Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Cleveland, OH
Every SEC-registered financial advisor at a firm office in Cleveland who lists the Chartered Financial Consultant designation, A to Z.
14 ChFC holders work in Cleveland; the most are at MML Investors Services, LLC (2). 8 are also registered broker representatives.
ChFC advisors in Cleveland, A to Z
Every advisor in Cleveland →- Wayne A. BarkerProsperity Capital Advisors · Chartered Financial Consultant
- David B. BonifasNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Angelo V. CarcioppoloMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Edward DetomasoSeia · Chartered Financial Consultant
- Kenneth M. GableMML Investors Services, LLC · Chartered Financial Consultant
- Dana G. HastingsHightower Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Chelsea C. HusseyReturn On Life Wealth Partners · Certified Financial Planner, Chartered Financial Consultant
- James O. JuddCetera Investment Advisers LLC · Chartered Financial Consultant
- Robert KarrasMai Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
- David G. OlsonJourney Wealth Management · Chartered Financial Consultant
- Andrew R. RickardMai Capital Management, LLC · Chartered Financial Consultant
- Paul M. ShepherdTlg Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Howard SlaterSeia · Chartered Financial Consultant
- Douglas W. SockmanCleveland Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Cleveland
MML Investors Services, LLC 2Mai Capital Management, LLC 2Seia 2Cetera Investment Advisers LLC 1Cleveland Wealth, LLC 1Hightower Advisors, LLC 1Journey Wealth Management 1Northwestern Mutual Investment Services, LLC 1Prosperity Capital Advisors 1Return On Life Wealth Partners 1Tlg Advisors, Inc. 1Vantage Financial Group, Inc. 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Dayton 15Canton 13Westerville 12Westlake 12Akron 11Maumee 11Beachwood 6Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Cleveland, OH?
14 SEC-registered investment adviser representatives at firm offices in Cleveland, Ohio list the ChFC designation; MML Investors Services, 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 Cleveland?
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.