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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Draper, UT

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

5 ChFC holders work in Draper; the most are at Ameriprise Financial Services, LLC (1). 2 are also registered broker representatives.

ChFC advisors in Draper, A to Z

Every advisor in Draper →
  • David A. BunnellNavigate Private Wealth, LLC · Chartered Financial Consultant
  • James R. IvieHealthequity Advisors · Chartered Financial Consultant
  • Cody J. LewisProactive Wealth Management, Inc. · Chartered Financial Consultant
  • Heidi S. WarrEdward Jones · Chartered Financial Consultant
  • John S. WrightAmeriprise Financial Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Draper

Ameriprise Financial Services, LLC 1Edward Jones 1Healthequity Advisors 1Navigate Private Wealth, LLC 1Proactive Wealth Management, Inc. 1

ChFC advisors in other Utah cities

All of Utah →

Salt Lake City 13South Jordan 8Pleasant Grove 6Cottonwood Heights 5Park City 5St. George 5Sandy 4St George 4Brigham City 3Lehi 3Logan 3Murray 3Ogden 3

Questions

How many ChFC financial advisors are in Draper, UT?

5 SEC-registered investment adviser representatives at firm offices in Draper, Utah list the ChFC designation; Ameriprise Financial Services, LLC employs the most of them (1).

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 Draper?

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.