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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Mentor, OH

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

The short answer

3 ChFC holders work in Mentor; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.

ChFC advisors in Mentor, A to Z

Every advisor in Mentor →
  • Kim Hellerman-HersmanCetera Investment Advisers LLC · Chartered Financial Consultant
  • Richard M. PackerKinetic Wealth Investment Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Polly D. SmallRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Mentor

Cetera Investment Advisers LLC 1Kinetic Wealth Investment Advisors, LLC 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other Ohio cities

All of Ohio →

Columbus 90Cincinnati 54Dublin 21Toledo 19Cleveland 16Dayton 16Independence 16Westlake 16Canton 13Westerville 13Akron 10Maumee 10Findlay 7Medina 7Beachwood 6Worthington 6Beavercreek 5Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Perrysburg 5Powell 5

Questions

How many ChFC financial advisors are in Mentor, OH?

3 SEC-registered investment adviser representatives at firm offices in Mentor, Ohio list the ChFC designation; Cetera Investment Advisers 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 Mentor?

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.