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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Hudson, WI

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

6 ChFC holders work in Hudson; the most are at Leverty Financial Group, LLC (5). 0 are also registered broker representatives.

ChFC advisors in Hudson, A to Z

Every advisor in Hudson →
  • Gregory J. GallBrookstone Wealth Advisors, LLC · Chartered Financial Consultant
  • Matthew GendreauLeverty Financial Group, LLC · Chartered Financial Consultant
  • Joshua Q. HawkinsLeverty Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Luke E. KeeneLeverty Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Michael T. LevertyLeverty Financial Group, LLC · Chartered Financial Consultant
  • Michael J. NelsonLeverty Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Hudson

Leverty Financial Group, LLC 5Brookstone Wealth Advisors, LLC 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

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

Questions

How many ChFC financial advisors are in Hudson, WI?

6 SEC-registered investment adviser representatives at firm offices in Hudson, Wisconsin list the ChFC designation; Leverty Financial Group, LLC employs the most of them (5).

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 Hudson?

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.