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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Bellingham, WA

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

3 ChFC holders work in Bellingham; the most are at Tradewinds Capital Management, LLC (2). 1 are also registered broker representatives.

ChFC advisors in Bellingham, A to Z

Every advisor in Bellingham →
  • Bryant J. EngebretsonTradewinds Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kyle B. JacksonTradewinds Capital Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Terry R. Stach IIState Farm Investment Management Corp. · Chartered Financial Consultant

Firms with the most ChFC holders in Bellingham

Tradewinds Capital Management, LLC 2State Farm Investment Management Corp. 1

ChFC advisors in other Washington cities

All of Washington →

Bellevue 31Seattle 30Vancouver 14Spokane 12Edmonds 10Kirkland 8Spokane Valley 7Lake Stevens 6Yakima 6Camas 4Everett 4Kennewick 4Lacey 4Puyallup 4Arlington 3Longview 3Maple Valley 3Mercer Island 3Wenatchee 3

Questions

How many ChFC financial advisors are in Bellingham, WA?

3 SEC-registered investment adviser representatives at firm offices in Bellingham, Washington list the ChFC designation; Tradewinds Capital Management, LLC 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 Bellingham?

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.