Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Willoughby, OH
Every SEC-registered financial advisor at a firm office in Willoughby who lists the Chartered Financial Consultant designation, A to Z.
5 ChFC holders work in Willoughby; the most are at Hantz Financial Services, Inc. (2). 5 are also registered broker representatives.
ChFC advisors in Willoughby, A to Z
Every advisor in Willoughby →- James A. AlbaneseHantz Financial Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Kevin P. DavisState Farm Investment Management Corp. · Chartered Financial Consultant
- Robert B. KoethHantz Financial Services, Inc. · Chartered Financial Consultant
- Michael G. MillerOsaic Wealth, Inc. · Chartered Financial Consultant
- James R. SchleicherW&S Brokerage Services, Inc. · Chartered Financial Consultant
Firms with the most ChFC holders in Willoughby
Hantz Financial Services, Inc. 2Michael G Miller 1Osaic Wealth, Inc. 1State Farm Investment Management Corp. 1W&S Advisory Services, LLC 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 11Maumee 11Beachwood 6Findlay 6Medina 6Worthington 6Canfield 5Hilliard 5Hudson 5Mansfield 5Mason 5Beavercreek 4Delaware 4Pepper Pike 4
Questions
How many ChFC financial advisors are in Willoughby, OH?
5 SEC-registered investment adviser representatives at firm offices in Willoughby, Ohio list the ChFC designation; Hantz Financial Services, 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 Willoughby?
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.