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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Tulsa, OK

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

30 ChFC holders work in Tulsa; the most are at State Farm Investment Management Corp. (5). 23 are also registered broker representatives.

ChFC advisors in Tulsa, A to Z

Every advisor in Tulsa →
  • Michael A. AlfredRelation Wealth Management, Inc. · Chartered Financial Consultant
  • Dustin A. BassState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel L. BickerstaffAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas S. BowenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brooklyn H. BrockEllevate Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Mark C. ButterworthCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Carol J. Caster PageArvest Wealth Management · Chartered Financial Consultant
  • James E. DiaconCouncil Oak Wealth Advisors · Certified Financial Planner, Chartered Financial Consultant
  • Patrick L. DonicaCetera Investment Advisers LLC · Chartered Financial Consultant
  • David M. FoleyCadent Capital Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Vickie L. FordEagle Strategies LLC · Chartered Financial Consultant
  • Jayme D. FowlerPinnacle Investment Advisors · Chartered Financial Consultant
  • Lars GwartneyPark Avenue Securities LLC · Certified Financial Planner, Chartered Financial Consultant
  • John W. HudsonHudson & Associates Wealth Management LLC · Chartered Financial Consultant
  • Craig A. LoneyLPL Financial LLC · Chartered Financial Consultant
  • Chad R. McAuliffAdvisor Resource Council · Certified Financial Planner, Chartered Financial Consultant
  • Michael W. McConnellEagle Strategies LLC · Chartered Financial Consultant
  • James K. NicholsLPL Financial LLC · Chartered Financial Consultant
  • Michael R. NolandEagle Strategies LLC · Chartered Financial Consultant
  • Phillip H. PalmerOsaic Wealth, Inc. · Chartered Financial Consultant
  • Donald P. Quint Jr.LPL Financial LLC · Chartered Financial Consultant
  • Bruce T. Riddle Jr.Everwealth · Chartered Financial Consultant
  • Robert G. SkaggsNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Oanh StangerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Kent C. ThiessenOsaic Wealth, Inc. · Chartered Financial Consultant
  • Phillip R. ThomasonState Farm Investment Management Corp. · Chartered Financial Consultant
  • Mark D. WeltyState Farm Investment Management Corp. · Chartered Financial Consultant
  • Joe A. Wilburn Jr.Cambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Gary D. WoodsOsaic Wealth, Inc. · Chartered Financial Consultant
  • Tony R. YoungState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Tulsa

State Farm Investment Management Corp. 5Cetera Investment Advisers LLC 3Eagle Strategies LLC 3LPL Financial LLC 3Osaic Wealth, Inc. 3Advisor Resource Council 1Ameriprise Financial Services, LLC 1Arvest Wealth Management 1Cadent Capital Advisors, LLC 1Cambridge Investment Research Advisors, Inc. 1Council Oak Wealth Advisors 1Cwm, LLC 1Ellevate Advisors 1Everwealth 1Hudson & Associates Wealth Management LLC 1

ChFC advisors in other Oklahoma cities

All of Oklahoma →

Oklahoma City 17Edmond 11Norman 6Owasso 3

Questions

How many ChFC financial advisors are in Tulsa, OK?

30 SEC-registered investment adviser representatives at firm offices in Tulsa, 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 Tulsa?

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.