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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Kirkland, WA

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

The short answer

11 ChFC holders work in Kirkland; the most are at Ameriprise Financial Services, LLC (1). 6 are also registered broker representatives.

ChFC advisors in Kirkland, A to Z

Every advisor in Kirkland →
  • Timothy L. BoveyAspire Capital Advisors LLC · Chartered Financial Consultant
  • Justin C. DimeFocus Partners Wealth, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Ryan T. FlemingOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Robert W. GuildRobinswood Financial · Chartered Financial Consultant
  • Stephen E. JacksonLPL Financial LLC · Chartered Financial Consultant
  • Keanan JacobsonEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Glen Y. KimIndependent Financial Group, LLC · Chartered Financial Consultant
  • Joseph M. MaasSpg Advisors LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Sean M. Mc WilliamsAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Timothy F. McFallCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Dwayne E. ReinikeValiant Financial Planning, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Kirkland

Ameriprise Financial Services, LLC 1Aspire Capital Advisors LLC 1Cetera Investment Advisers LLC 1Edward Jones 1Focus Partners Wealth, LLC 1Independent Financial Group, LLC 1LPL Financial LLC 1Osaic Wealth, Inc. 1Robinswood Financial 1Spg Advisors LLC 1Valiant Financial Planning, LLC 1

ChFC advisors in other Washington cities

All of Washington →

Bellevue 31Seattle 27Vancouver 13Spokane 12Edmonds 9Lake Stevens 6Spokane Valley 6Yakima 6Lacey 4Puyallup 4Tacoma 4Arlington 3Bellingham 3Camas 3Everett 3Issaquah 3Kennewick 3Longview 3Maple Valley 3Mercer Island 3Redmond 3Wenatchee 3

Questions

How many ChFC financial advisors are in Kirkland, WA?

11 SEC-registered investment adviser representatives at firm offices in Kirkland, Washington 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 Kirkland?

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.