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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Milwaukee, WI

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

17 ChFC holders work in Milwaukee; the most are at Mwa Financial Services Inc. (2). 14 are also registered broker representatives.

ChFC advisors in Milwaukee, A to Z

Every advisor in Milwaukee →
  • Sean T. AldrichState Farm Investment Management Corp. · Chartered Financial Consultant
  • Charles A. Allison IIIOarsman Capital, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Kent D. Demien Jr.Johnson Wealth Inc. · Chartered Financial Consultant, Chartered Financial Analyst
  • John W. DeneckeThrivent Investment Management Inc. · Chartered Financial Consultant
  • Alice G. GabrelianEagle Strategies LLC · Chartered Financial Consultant
  • Patrick J. KohlerNorthwestern Mutual Investment Services, LLC · Chartered Financial Consultant
  • Nathaniel B. LadstenState Farm Investment Management Corp. · Chartered Financial Consultant
  • Daniel L. LawrenceMwa Financial Services Inc. · Chartered Financial Consultant
  • Derek K. LindholmRobert W. Baird & Co. Incorporated · Chartered Financial Consultant
  • Daniel T. LloydMwa Financial Services Inc. · Chartered Financial Consultant
  • Samir H. PatelWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Anthony C. PecoraroLPL Financial LLC · Chartered Financial Consultant
  • Jacob R. SheafOarsman Capital, Inc. · Chartered Financial Consultant
  • Todd T. TurowskiOsaic Wealth, Inc. · Chartered Financial Consultant
  • Paul S. WickertCetera Investment Advisers LLC · Chartered Financial Consultant
  • Connor J. WiesnerWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
  • Dale C. WroblewskiRobert W. Baird & Co. Incorporated · Chartered Financial Consultant

Firms with the most ChFC holders in Milwaukee

Mwa Financial Services Inc. 2Oarsman Capital, Inc. 2Robert W. Baird & Co. Incorporated 2State Farm Investment Management Corp. 2Wells Fargo Clearing Services, LLC 2Cetera Investment Advisers LLC 1Eagle Strategies LLC 1Johnson Wealth Inc. 1LPL Financial LLC 1Northwestern Mutual Investment Services, LLC 1Osaic Wealth, Inc. 1Thrivent Investment Management Inc. 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

Madison 39Green Bay 26Brookfield 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 Milwaukee, WI?

17 SEC-registered investment adviser representatives at firm offices in Milwaukee, Wisconsin list the ChFC designation; Mwa Financial Services Inc. 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 Milwaukee?

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.