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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Oklahoma City, OK

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

17 ChFC holders work in Oklahoma City; the most are at State Farm Investment Management Corp. (5). 14 are also registered broker representatives.

ChFC advisors in Oklahoma City, A to Z

Every advisor in Oklahoma City →
  • Kelly L. AtkinsonVoya Financial Advisors, Inc. · Chartered Financial Consultant
  • Karen S. CunninghamKestra Advisory Services, LLC · Chartered Financial Consultant
  • Paul R. GarrettHornor, Townsend & Kent, LLC · Chartered Financial Consultant
  • Larnce D. HicksNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Jessica R. JonesBok Financial Securities, Inc. · Chartered Financial Consultant
  • Ricky T. JurrensF.I.G. Financial Advisory Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael J. MendelsohnEagle Strategies LLC · Chartered Financial Consultant
  • Luke Z. MilhollandVault Wealth · Certified Financial Planner, Chartered Financial Consultant
  • Bobby M. NeeleyRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Alan P. NiemannAdaptation Financial Advisors Inc. · Chartered Financial Consultant
  • Oliver M. NormanCaptrust · Certified Financial Planner, Chartered Financial Consultant
  • Devin Z. SmithState Farm Investment Management Corp. · Chartered Financial Consultant
  • Kenneth E. SmithState Farm Investment Management Corp. · Chartered Financial Consultant
  • Nicole L. SmithState Farm Investment Management Corp. · Chartered Financial Consultant
  • Michael S. TabaresState Farm Investment Management Corp. · Chartered Financial Consultant
  • Dusty L. TreatState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jeffrey A. WallaceFirst Command Advisory Services · Chartered Financial Consultant

Firms with the most ChFC holders in Oklahoma City

State Farm Investment Management Corp. 5Adaptation Financial Advisors Inc. 1Bok Financial Securities, Inc. 1Captrust 1Eagle Strategies LLC 1F.I.G. Financial Advisory Services, Inc. 1First Command Advisory Services 1Hornor, Townsend & Kent, LLC 1Kestra Advisory Services, LLC 1Northwestern Mutual Investment Services, LLC 1Raymond James Financial Services Advisors, Inc. 1Vault Wealth 1Voya Financial Advisors, Inc. 1

ChFC advisors in other Oklahoma cities

All of Oklahoma →

Tulsa 30Edmond 11Norman 6Owasso 3

Questions

How many ChFC financial advisors are in Oklahoma City, OK?

17 SEC-registered investment adviser representatives at firm offices in Oklahoma City, Oklahoma list the ChFC designation; State Farm Investment Management Corp. employs the most of them (5).

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 Oklahoma City?

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.