Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Toledo, OH
Every SEC-registered financial advisor at a firm office in Toledo who lists the Chartered Financial Consultant designation, A to Z.
20 ChFC holders work in Toledo; the most are at LPL Financial LLC (4). 18 are also registered broker representatives.
ChFC advisors in Toledo, A to Z
Every advisor in Toledo →- Richard W. BalhoffOsaic Wealth, Inc. · Chartered Financial Consultant
- Brian J. BeckerAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Donna J. BoganOsaic Wealth, Inc. · Chartered Financial Consultant
- Elliot P. BorgeLifeworks Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Kenneth R. CloseAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- Timothy R. CroakCroak Capital · Chartered Financial Consultant
- Bruce A. DeboerMML Investors Services, LLC · Chartered Financial Consultant
- Lawrence P. DeckerAmeritas Advisory Services, LLC · Chartered Financial Consultant
- Earl B. EmeryLPL Financial LLC · Chartered Financial Consultant
- Mark D. GreenblattMML Investors Services, LLC · Chartered Financial Consultant
- Stephen T. McKenneyLPL Financial LLC · Chartered Financial Consultant
- Peter N. Ruma Jr.LPL Financial LLC · Chartered Financial Consultant
- Nadeem S. SalemEagle Strategies LLC · Chartered Financial Consultant
- Dale J. SeymourMML Investors Services, LLC · Chartered Financial Consultant
- Michael D. SordylOsaic Wealth, Inc. · Chartered Financial Consultant
- Douglas P. SteinhauserNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- William S. StigallState Farm Investment Management Corp. · Chartered Financial Consultant
- Jeffrey M. TraudtState Farm Investment Management Corp. · Chartered Financial Consultant
- Angela M. WingerdMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
- David M. WrightLPL Financial LLC · Chartered Financial Consultant
Firms with the most ChFC holders in Toledo
LPL Financial LLC 4MML Investors Services, LLC 4Osaic Wealth, Inc. 3Ameriprise Financial Services, LLC 2State Farm Investment Management Corp. 2Ameritas Advisory Services, LLC 1Croak Capital 1Eagle Strategies LLC 1Gould Ruma Financial Advisors 1Lifeworks Advisors, LLC 1Northwestern Mutual Investment Services, LLC 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Independence 16Dayton 15Cleveland 14Canton 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 Toledo, OH?
20 SEC-registered investment adviser representatives at firm offices in Toledo, Ohio list the ChFC designation; LPL Financial LLC 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 Toledo?
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.