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
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Appleton, WI

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

11 ChFC holders work in Appleton; the most are at Gateway Wealth Partners, LLC (2). 8 are also registered broker representatives.

ChFC advisors in Appleton, A to Z

Every advisor in Appleton →
  • Laura J. BarnardThrivent Investment Management Inc. · Chartered Financial Consultant
  • Arnold R. EichhofCornerstone Financial Group · Certified Financial Planner, Chartered Financial Consultant
  • Robert A. EngelsSequoia Wealth Management, LLC · Chartered Financial Consultant
  • Janelle J. FuhrmannThrivent Investment Management Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Timothy P. HammondGateway Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • McFaddin Moise Jr.Gateway Wealth Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Patrick T. RuschOsaic Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Scott D. ScheerEagle Strategies LLC · Chartered Financial Consultant
  • Patrick R. SupriseLPL Financial LLC · Chartered Financial Consultant
  • Thomas J. SuttnerMcGlone Suttner Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Peter G. Van BeekMcGlone Suttner Wealth Management, Inc. · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Appleton

Gateway Wealth Partners, LLC 2McGlone Suttner Wealth Management, Inc. 2Thrivent Investment Management Inc. 2Cornerstone Financial Group 1Eagle Strategies LLC 1LPL Financial LLC 1Osaic Advisory Services, LLC 1Osaic Wealth, Inc. 1Sequoia Wealth Management, LLC 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many ChFC financial advisors are in Appleton, WI?

11 SEC-registered investment adviser representatives at firm offices in Appleton, Wisconsin list the ChFC designation; Gateway Wealth Partners, 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 Appleton?

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.