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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in De Pere, WI

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

The short answer

3 ChFC holders work in De Pere; the most are at Cetera Investment Advisers LLC (1). 3 are also registered broker representatives.

ChFC advisors in De Pere, A to Z

Every advisor in De Pere →
  • Robert E. HeidermanNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Michael J. MesserCetera Investment Advisers LLC · Chartered Financial Consultant
  • Kenneth J. WirtzMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in De Pere

Cetera Investment Advisers LLC 1MML Investors Services, LLC 1Northwestern Mutual Investment Services, LLC 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 5Altoona 4Janesville 4Neenah 4Stevens Point 4Elkhorn 3Holmen 3Menomonie 3New Richmond 3Shawano 3

Questions

How many ChFC financial advisors are in De Pere, WI?

3 SEC-registered investment adviser representatives at firm offices in De Pere, Wisconsin list the ChFC designation; Cetera Investment Advisers 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 De Pere?

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.