Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch up

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Lake Stevens, WA

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

6 ChFC holders work in Lake Stevens; the most are at Edward Jones (2). 5 are also registered broker representatives.

ChFC advisors in Lake Stevens, A to Z

Every advisor in Lake Stevens →
  • Denton AtkinsonState Farm Investment Management Corp. · Chartered Financial Consultant
  • James E. Banks Jr.State Farm Investment Management Corp. · Chartered Financial Consultant
  • Richard A. CartonEdward Jones · Chartered Financial Consultant
  • Jan LarsenEagle Strategies LLC · Chartered Financial Consultant
  • Cory E. ShepherdSound Financial, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniake TewsEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Lake Stevens

Edward Jones 2State Farm Investment Management Corp. 2Eagle Strategies LLC 1Sound Financial, LLC 1

ChFC advisors in other Washington cities

All of Washington →

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

Questions

How many ChFC financial advisors are in Lake Stevens, WA?

6 SEC-registered investment adviser representatives at firm offices in Lake Stevens, Washington list the ChFC designation; Edward Jones 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 Lake Stevens?

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.