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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Green Bay, WI

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

26 ChFC holders work in Green Bay; the most are at Packerland Brokerage Services, Inc. (7). 22 are also registered broker representatives.

ChFC advisors in Green Bay, A to Z

Every advisor in Green Bay →
  • Kevin A. BaranczykMorgan Stanley · Certified Financial Planner, Chartered Financial Consultant
  • Teresa M. BrayRobert W. Baird & Co. Incorporated · Chartered Financial Consultant
  • William R. Chambers IIIChambers Financial Group, LLC. · Certified Financial Planner, Chartered Financial Consultant
  • James ClarkPackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • James R. Cooper Jr.Packerland Brokerage Services, Inc. · Chartered Financial Consultant
  • Steven P. CrispignaHarbour Investments, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Christopher C. FessKcd Financial, Inc. · Chartered Financial Consultant
  • Christopher L. FeutzAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Nicole A. GeniesseJohnson Wealth Inc. · Chartered Financial Consultant
  • Bryan L. GrantOsaic Wealth, Inc. · Chartered Financial Consultant
  • Alan C. HicksWealth Enhancement Advisory Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel J. HollRaymond James Financial Services Advisors, Inc. · Chartered Financial Consultant
  • Joseph HongPackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael E. JacquesCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
  • Erin K. JohnsonCwm, LLC · Chartered Financial Consultant
  • Stephen H. KasterEquitable Advisors, LLC · Chartered Financial Consultant
  • Brady M. LeniusLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • David A. LeniusLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Dana M. McVeyNicolet Wealth Management · Chartered Financial Consultant
  • Jacob J. RabasAssociated Investment Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Brad A. RoethlisbergerPackerland Brokerage Services, Inc. · Chartered Financial Consultant
  • Keith A. SaundersPackerland Brokerage Services, Inc. · Chartered Financial Consultant
  • Laurence M. SobinPackerland Brokerage Services, Inc. · Chartered Financial Consultant
  • Timothy W. SteffenKcd Financial, Inc. · Chartered Financial Consultant
  • William S. Van EssPackerland Brokerage Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • John R. WheelerHarbour Investments, Inc. · Chartered Financial Consultant

Firms with the most ChFC holders in Green Bay

Packerland Brokerage Services, Inc. 7Harbour Investments, Inc. 2Kcd Financial, Inc. 2LPL Financial LLC 2Ameriprise Financial Services, LLC 1Associated Investment Services, Inc. 1Chambers Financial Group, LLC. 1Commonwealth Financial Network 1Cwm, LLC 1Equitable Advisors, LLC 1Johnson Wealth Inc. 1Morgan Stanley 1Nicolet Wealth Management 1Osaic Wealth, Inc. 1Raymond James Financial Services Advisors, Inc. 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

Madison 39Milwaukee 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 Green Bay, WI?

26 SEC-registered investment adviser representatives at firm offices in Green Bay, Wisconsin list the ChFC designation; Packerland Brokerage Services, Inc. employs the most of them (7).

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 Green Bay?

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.