Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Sherwood, OR

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

3 ChFC holders work in Sherwood; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Sherwood, A to Z

Every advisor in Sherwood →
  • Annemarie R. BookCetera Investment Advisers LLC · Chartered Financial Consultant
  • Benjamin L. SamrickState Farm Investment Management Corp. · Chartered Financial Consultant
  • Terence E. WhiteState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Sherwood

State Farm Investment Management Corp. 2Cetera Investment Advisers LLC 1

ChFC advisors in other Oregon cities

All of Oregon →

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

Questions

How many ChFC financial advisors are in Sherwood, OR?

3 SEC-registered investment adviser representatives at firm offices in Sherwood, Oregon list the ChFC designation; State Farm Investment Management Corp. 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 Sherwood?

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.