Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Maumee, OH
Every SEC-registered financial advisor at a firm office in Maumee who lists the Chartered Financial Consultant designation, A to Z.
11 ChFC holders work in Maumee; the most are at Osaic Wealth, Inc. (4). 11 are also registered broker representatives.
ChFC advisors in Maumee, A to Z
Every advisor in Maumee →- Theresa R. CooperRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
- John E. EnglerOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Matthew H. GarrowOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Paul J. HayeEagle Strategies LLC · Chartered Financial Consultant
- Russell A. KarbanOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Rachel E. LongHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- John F. MachcinskiHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Cheryl L. NormanCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
- Bryan J. OkuleyW&S Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Karla K. StantonOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kristy J. TurnwaldHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Maumee
Osaic Wealth, Inc. 4Hantz Financial Services, Inc. 3Cambridge Investment Research Advisors, Inc. 1Eagle Strategies LLC 1Raymond James Financial Services Advisors, 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 11Beachwood 6Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Willoughby 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Maumee, OH?
11 SEC-registered investment adviser representatives at firm offices in Maumee, Ohio list the ChFC designation; Osaic Wealth, Inc. employs the most of them (4).
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 Maumee?
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.