Financial ADVSR advisor directory · SEC adviser records
ChFC financial advisors in Waunakee, WI
Every SEC-registered financial advisor at a firm office in Waunakee who lists the Chartered Financial Consultant designation, A to Z.
7 ChFC holders work in Waunakee; the most are at State Farm Investment Management Corp. (2). 6 are also registered broker representatives.
ChFC advisors in Waunakee, A to Z
Every advisor in Waunakee →- Alexander A. AdermanMML Investors Services, LLC · Chartered Financial Consultant
- John JensenState Farm Investment Management Corp. · Chartered Financial Consultant
- Earl T. MarquardtLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Adam J. PrellState Farm Investment Management Corp. · Chartered Financial Consultant
- Nicholas D. SchubertEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- David K. SorensenOsaic Wealth, Inc. · Chartered Financial Consultant
- Michael C. VogelAza Capital Management · Chartered Financial Consultant
Firms with the most ChFC holders in Waunakee
State Farm Investment Management Corp. 2Aza Capital Management 1Edward Jones 1LPL Financial LLC 1MML Investors Services, LLC 1Osaic Wealth, Inc. 1
ChFC advisors in other Wisconsin cities
All of Wisconsin →Madison 39Green Bay 26Milwaukee 17Brookfield 14Appleton 11Middleton 10Waukesha 10Eau Claire 7Oshkosh 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 Waunakee, WI?
7 SEC-registered investment adviser representatives at firm offices in Waunakee, Wisconsin list the ChFC designation; State Farm Investment Management Corp. 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 Waunakee?
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.