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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bend, OR

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

12 ChFC holders work in Bend; the most are at State Farm Investment Management Corp. (3). 8 are also registered broker representatives.

ChFC advisors in Bend, A to Z

Every advisor in Bend →
  • Bradley J. BoeckNorthwind Financial LLC · Chartered Financial Consultant
  • Carl V. Burnham IIIDeschutes Investment Consulting, LLC · Chartered Financial Consultant
  • Mary F. Dill SullivanOsaic Advisory Services, LLC · Chartered Financial Consultant
  • Gregory D. ElderState Farm Investment Management Corp. · Chartered Financial Consultant
  • Paul J. FinchState Farm Investment Management Corp. · Chartered Financial Consultant
  • John A. SchnieppCascade Financial Strategies · Certified Financial Planner, Chartered Financial Consultant
  • Andrew R. SingerRaymond James & Associates, Inc. · Chartered Financial Consultant
  • David W. SmithStrategic Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Chad E. StaskalMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Travis M. WaitonEdward Jones · Chartered Financial Consultant
  • Ryan J. WalkerState Farm Investment Management Corp. · Chartered Financial Consultant
  • Preston D. WattsLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Bend

State Farm Investment Management Corp. 3Cascade Financial Strategies 1Deschutes Investment Consulting, LLC 1Edward Jones 1LPL Financial LLC 1Mercer Global Advisors Inc. 1Northwind Financial LLC 1Osaic Advisory Services, LLC 1Raymond James & Associates, Inc. 1Strategic Wealth Management, LLC 1

ChFC advisors in other Oregon cities

All of Oregon →

Portland 41Lake Oswego 12Eugene 7Medford 7Beaverton 6Clackamas 5Corvallis 5Grants Pass 5Springfield 4Tigard 4Albany 3Gresham 3Salem 3Sherwood 3

Questions

How many ChFC financial advisors are in Bend, OR?

12 SEC-registered investment adviser representatives at firm offices in Bend, Oregon list the ChFC designation; State Farm Investment Management Corp. employs the most of them (3).

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 Bend?

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.