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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Waukesha, WI

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

The short answer

10 ChFC holders work in Waukesha; the most are at Mutual Of Omaha Investor Services, Inc. (2). 8 are also registered broker representatives.

ChFC advisors in Waukesha, A to Z

Every advisor in Waukesha →
  • Melissa R. CoppageRobert W. Baird & Co. Incorporated · Chartered Financial Consultant
  • Moise DerosierGlobal View Capital Management LLC · Chartered Financial Consultant
  • Salvatore J. FerritoOsaic Wealth, Inc. · Chartered Financial Consultant
  • Eric D. GibsonMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Mark A. HaglinThrivent Investment Management Inc. · Chartered Financial Consultant
  • Steven A. JaegerDana Investment Advisors Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Russell J. PetersonIag Wealth Partners, LLC · Chartered Financial Consultant
  • Bruce J. RatayWells Fargo Clearing Services, LLC · Certified Financial Planner, Chartered Financial Consultant
  • Kyle T. SwanMutual Of Omaha Investor Services, Inc. · Certified Financial Planner, Chartered Financial Consultant
  • Nathan L. VerbetenAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Consultant

Firms with the most ChFC holders in Waukesha

Mutual Of Omaha Investor Services, Inc. 2Ameriprise Financial Services, LLC 1Dana Investment Advisors Inc. 1Global View Capital Management LLC 1Iag Wealth Partners, LLC 1Osaic Wealth, Inc. 1Robert W. Baird & Co. Incorporated 1Thrivent Investment Management Inc. 1Wells Fargo Clearing Services, LLC 1

ChFC advisors in other Wisconsin cities

All of Wisconsin →

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

10 SEC-registered investment adviser representatives at firm offices in Waukesha, Wisconsin list the ChFC designation; Mutual Of Omaha Investor 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 Waukesha?

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.