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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Middleton, WI

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

10 ChFC holders work in Middleton; the most are at Canopy Wealth Management (2). 4 are also registered broker representatives.

ChFC advisors in Middleton, A to Z

Every advisor in Middleton →
  • Melodie K. AceCanopy Wealth Management · Chartered Financial Consultant
  • Brennan D. BleckerSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Cary A. GrunderSentinel Advisory Group, LLC · Chartered Financial Consultant
  • Richard G. HaffelePackerland Brokerage Services, Inc. · Chartered Financial Consultant
  • Daniel M. HannanWells Fargo Clearing Services, LLC · Chartered Financial Consultant
  • Nathan F. KeelingSentinel Advisory Group, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Zach D. MeulemansSavant Wealth Management · Certified Financial Planner, Chartered Financial Consultant
  • Ernest P. MoosherrCanopy Wealth Management · Chartered Financial Consultant
  • William G. MowbrayOsaic Wealth, Inc. · Chartered Financial Consultant
  • Andrew P. ShullaNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Middleton

Canopy Wealth Management 2Savant Wealth Management 2Sentinel Advisory Group, LLC 2Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1Packerland Brokerage Services, Inc. 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

Madison 39Green Bay 26Milwaukee 17Brookfield 14Appleton 11Waukesha 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 Middleton, WI?

10 SEC-registered investment adviser representatives at firm offices in Middleton, Wisconsin list the ChFC designation; Canopy Wealth Management employs the most of them (2).

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 Middleton?

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.