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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Pewaukee, WI

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

The short answer

3 ChFC holders work in Pewaukee; the most are at Osaic Wealth, Inc. (1). 3 are also registered broker representatives.

ChFC advisors in Pewaukee, A to Z

Every advisor in Pewaukee →

Firms with the most ChFC holders in Pewaukee

Osaic Wealth, Inc. 1Principal Securities, Inc. 1State Farm Investment Management Corp. 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

Madison 39Green 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 Pewaukee, WI?

3 SEC-registered investment adviser representatives at firm offices in Pewaukee, Wisconsin list the ChFC designation; Osaic Wealth, Inc. employs the most of them (1).

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 Pewaukee?

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.