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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Madison, WI

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

39 ChFC holders work in Madison; the most are at Cetera Investment Advisers LLC (6). 31 are also registered broker representatives.

ChFC advisors in Madison, A to Z

Every advisor in Madison →
  • Kurt M. AhrensMendota Financial Group, LLC · Chartered Financial Consultant
  • Michael G. G. BellUBS Financial Services Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Maria A. BustamanteState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jeffrey W. DayNorthrock Partners, LLC · Chartered Financial Consultant
  • Daniel J. DetermanClf Asset Management, Inc. · Chartered Financial Consultant
  • Karl DettmannMML Investors Services, LLC · Chartered Financial Consultant
  • Joshua C. EvensonCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • John D. GarnettEagle Strategies LLC · Chartered Financial Consultant
  • Jon D. GoldsteinGoldstein Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel A. GreschMendota Financial Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Thomas A. HauntyCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Eric A. HeitingPmmsf Partners, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brian H. HensenCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Leonard E. HornungPark Avenue Securities LLC · Chartered Financial Consultant
  • Erin M. JonesCetera Investment Advisers LLC · Certified Financial Planner, Chartered Financial Consultant
  • Brent A. KimbelAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Patrick R. MarsdenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Fred H. MarshallPackerland Brokerage Services, Inc. · Chartered Financial Consultant
  • Rosalie K. MathersValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kevin D. McCloudLPL Financial LLC · Chartered Financial Consultant
  • Tyler McConvilleOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Daniel J. MillerEagle Strategies LLC · Chartered Financial Consultant
  • Zachary P. MulfordMML Investors Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jonah T. NelsonCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Michael M. NicholsonValmark Advisers, Inc. · Chartered Financial Consultant
  • John P. PoelsCambridge Investment Research Advisors, Inc. · Chartered Financial Consultant
  • Alex G. PudloJohnson Wealth Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Arthur P. SangerOn Investment Management Co. · Chartered Financial Consultant
  • Peter L. SchmidtLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Daniel K. SchuhCambridge Investment Research Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Danielle R. ScodellaroLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
  • Stephen G. SmithHarbour Investments, Inc. · Chartered Financial Consultant
  • Matthew E. SuarezCetera Investment Advisers LLC · Chartered Financial Consultant
  • Trent TredinnickEnrich Financial Partners LLC · Certified Financial Planner, Chartered Financial Consultant
  • Jacob VehringEdward Jones · Certified Financial Planner, Chartered Financial Consultant
  • Douglas J. WeisenbergerCetera Investment Advisers LLC · Chartered Financial Consultant
  • Brent J. WelchValmark Advisers, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Nkenza T. WhitlowWea Financial Advisors, Inc. · Chartered Financial Consultant
  • Jeremy A. YoungLPL Financial LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Madison

Cetera Investment Advisers LLC 6LPL Financial LLC 4Cambridge Investment Research Advisors, Inc. 3Valmark Advisers, Inc. 3Eagle Strategies LLC 2MML Investors Services, LLC 2Mendota Financial Group, LLC 2State Farm Investment Management Corp. 2Ameriprise Financial Services, LLC 1Central Wealth Management LLC 1Clf Asset Management, Inc. 1Cwm, LLC 1Edward Jones 1Enrich Financial Partners LLC 1Goldstein Advisors, LLC 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

Green 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 Madison, WI?

39 SEC-registered investment adviser representatives at firm offices in Madison, Wisconsin list the ChFC designation; Cetera Investment Advisers LLC employs the most of them (6).

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 Madison?

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.