Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Findlay, OH
Every SEC-registered financial advisor at a firm office in Findlay who lists the Chartered Financial Consultant designation, A to Z.
6 ChFC holders work in Findlay; the most are at Edward Jones (1). 6 are also registered broker representatives.
ChFC advisors in Findlay, A to Z
Every advisor in Findlay →- Lawrence C. Copeland Jr.Kestra Advisory Services, LLC · Chartered Financial Consultant
- Randall L. DiehlOn Investment Management Co. · Chartered Financial Consultant
- Curtis W. FrischOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Zachary W. MetzgerW&S Brokerage Services, Inc. · Chartered Financial Consultant
- James H. PowellEdward Jones · Chartered Financial Consultant
- Clyde J. Reasner IIINorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Findlay
Edward Jones 1Kestra Advisory Services, LLC 1Northwestern Mutual Investment Services, LLC 1On Investment Management Co. 1Osaic Wealth, Inc. 1W&S Brokerage Services, Inc. 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Dayton 15Cleveland 14Canton 13Westerville 12Westlake 12Akron 11Maumee 11Beachwood 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Findlay, OH?
6 SEC-registered investment adviser representatives at firm offices in Findlay, Ohio list the ChFC designation; Edward Jones 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 Findlay?
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.