Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Spokane Valley, WA
Every SEC-registered financial advisor at a firm office in Spokane Valley who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Spokane Valley; the most are at Northwestern Mutual Investment Services, LLC (3). 6 are also registered broker representatives.
ChFC advisors in Spokane Valley, A to Z
Every advisor in Spokane Valley →- David T. DemarsDemars Financial Group LLC · Certified Financial Planner, Chartered Financial Consultant
- Peter J. ElliottNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Paul L. HansonNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Kathryn J. MillgardNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
- Scott A. MurockEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Terry J. SzilasiForthright Capital · Chartered Financial Consultant
- Joel C. WhiteKestra Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
Firms with the most ChFC holders in Spokane Valley
Northwestern Mutual Investment Services, LLC 3Demars Financial Group LLC 1Edward Jones 1Forthright Capital 1Kestra Advisory Services, LLC 1
ChFC advisors in other Washington cities
All of Washington →Bellevue 31Seattle 30Vancouver 14Spokane 12Edmonds 10Kirkland 8Lake Stevens 6Yakima 6Camas 4Everett 4Kennewick 4Lacey 4Puyallup 4Arlington 3Bellingham 3Longview 3Maple Valley 3Mercer Island 3Wenatchee 3
Questions
How many ChFC financial advisors are in Spokane Valley, WA?
7 SEC-registered investment adviser representatives at firm offices in Spokane Valley, Washington list the ChFC designation; Northwestern Mutual Investment Services, LLC employs the most of them (3).
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 Spokane Valley?
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.