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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Altoona, WI

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

4 ChFC holders work in Altoona; the most are at Ameriprise Financial Services, LLC (1). 4 are also registered broker representatives.

ChFC advisors in Altoona, A to Z

Every advisor in Altoona →
  • Sammie L. BostromState Farm Investment Management Corp. · Chartered Financial Consultant
  • Gina R. HartkeAmeriprise Financial Services, LLC · Chartered Financial Consultant
  • Matthew J. OlsonGreat Valley Advisor Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Timothy J. TrybaEdward Jones · Chartered Financial Consultant

Firms with the most ChFC holders in Altoona

Ameriprise Financial Services, LLC 1Edward Jones 1Great Valley Advisor Group, LLC 1State Farm Investment Management Corp. 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

Madison 39Green Bay 26Milwaukee 17Brookfield 14Appleton 11Middleton 10Waukesha 10Eau Claire 7Oshkosh 7Waunakee 7Hudson 6Fitchburg 5Hartland 5Kenosha 5Onalaska 5Janesville 4Neenah 4Stevens Point 4Elkhorn 3Holmen 3Menomonie 3New Richmond 3Shawano 3

Questions

How many ChFC financial advisors are in Altoona, WI?

4 SEC-registered investment adviser representatives at firm offices in Altoona, Wisconsin 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 Altoona?

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.