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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Perrysburg, OH

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

The short answer

5 ChFC holders work in Perrysburg; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Perrysburg, A to Z

Every advisor in Perrysburg →
  • Mark R. FolgmannBollin Wealth Management, LLC · Chartered Financial Consultant
  • Daniel E. KunosAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Karen A. StevensEagle Strategies LLC · Chartered Financial Consultant
  • Lisa R. VajenCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Barry E. VanhoozenState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Perrysburg

Ameriprise Financial Services, LLC 1Bollin Wealth Management, LLC 1Cambridge Investment Research Advisors, Inc. 1Eagle Strategies LLC 1State Farm Investment Management Corp. 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 5Powell 5Willoughby 5

Questions

How many ChFC financial advisors are in Perrysburg, OH?

5 SEC-registered investment adviser representatives at firm offices in Perrysburg, Ohio list the ChFC designation; Ameriprise Financial Services, 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 Perrysburg?

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.