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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Stevens Point, WI

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

4 ChFC holders work in Stevens Point; the most are at Ameriprise Financial Services, LLC (2). 4 are also registered broker representatives.

ChFC advisors in Stevens Point, A to Z

Every advisor in Stevens Point →
  • Kim R. AngellAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Lee F. CourtrightOsaic Wealth, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Jesirae HeuerEdward Jones · Chartered Financial Consultant
  • Michael L. WolbersAmeriprise Financial Services, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Stevens Point

Ameriprise Financial Services, LLC 2Edward Jones 1Osaic Wealth, Inc. 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 4Elkhorn 3Holmen 3Menomonie 3New Richmond 3Shawano 3

Questions

How many ChFC financial advisors are in Stevens Point, WI?

4 SEC-registered investment adviser representatives at firm offices in Stevens Point, Wisconsin list the ChFC designation; Ameriprise Financial Services, LLC 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 Stevens Point?

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.