Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Westlake, OH
Every SEC-registered financial advisor at a firm office in Westlake who lists the Chartered Financial Consultant designation, A to Z.
12 ChFC holders work in Westlake; the most are at Elios Financial Group, Inc. (2). 8 are also registered broker representatives.
ChFC advisors in Westlake, A to Z
Every advisor in Westlake →- Fady Y. ChaccourFirst Heartland Consultants, Inc. · Chartered Financial Consultant
- Cole B. CondonValmark Advisers, Inc. · Chartered Financial Consultant
- Christopher J. DivitoIndependent Financial Group, LLC · Chartered Financial Consultant
- James T. EliosCwm, LLC · Chartered Financial Consultant
- Gayle M. JendzejecProsperity Capital Advisors · Chartered Financial Consultant
- Edward M. KilpatrickNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Rebecca S. MurphyOsaic Wealth, Inc. · Chartered Financial Consultant
- Stoyan P. PetevProsperity Capital Advisors · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- John W. PinterJps Financial, LLC · Chartered Financial Consultant
- Brandon M. SteinhagenElios Financial Group, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Candice L. Stryker-IrlbacherState Farm Investment Management Corp. · Chartered Financial Consultant
- Nathan B. WilmotOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Westlake
Elios Financial Group, Inc. 2Osaic Wealth, Inc. 2Prosperity Capital Advisors 2Cwm, LLC 1First Heartland Consultants, Inc. 1Independent Financial Group, LLC 1Jps Financial, LLC 1Northwestern Mutual Investment Services, LLC 1State Farm Investment Management Corp. 1Valmark Advisers, Inc. 1
ChFC advisors in other Ohio cities
All of Ohio →Columbus 92Cincinnati 53Dublin 21Toledo 20Independence 16Dayton 15Cleveland 14Canton 13Westerville 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 Westlake, OH?
12 SEC-registered investment adviser representatives at firm offices in Westlake, Ohio list the ChFC designation; Elios Financial Group, Inc. employs the most of them (2).
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 Westlake?
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.