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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Brookfield, WI

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

14 ChFC holders work in Brookfield; the most are at Annex Wealth Management, LLC (4). 9 are also registered broker representatives.

ChFC advisors in Brookfield, A to Z

Every advisor in Brookfield →
  • John R. AugustinHarbour Investments, Inc. · Chartered Financial Consultant
  • David G. BerkaOsaic Wealth, Inc. · Chartered Financial Consultant
  • Charles S. ClaussenAnnex Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael DodgeAnnex Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Peter A. HundtCommonwealth Financial Network · Chartered Financial Consultant
  • Matthew R. KrenkeAnnex Wealth Management, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Bart D. LiaOsaic Wealth, Inc. · Chartered Financial Consultant
  • Michael J. MihmAnnex Wealth Management, LLC · Chartered Financial Consultant
  • Mei-Lyn NelsonLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Blake PanoshMwa Financial Services Inc. · Chartered Financial Consultant
  • David R. PasciakOsaic Wealth, Inc. · Chartered Financial Consultant
  • Paul R. PrettiPackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Matthew M. VandreFrancis LLC · Chartered Financial Consultant
  • James R. WisniewskiOsaic Wealth, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Brookfield

Annex Wealth Management, LLC 4Osaic Wealth, Inc. 4Commonwealth Financial Network 1Francis LLC 1Harbour Investments, Inc. 1LPL Financial LLC 1Mwa Financial Services Inc. 1Packerland Brokerage Services, Inc. 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

Madison 39Green Bay 26Milwaukee 17Appleton 11Middleton 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 Brookfield, WI?

14 SEC-registered investment adviser representatives at firm offices in Brookfield, Wisconsin list the ChFC designation; Annex Wealth Management, LLC employs the most of them (4).

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 Brookfield?

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.