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Financial ADVSR advisor directory · SEC adviser records

ChFC financial advisors in Casper, WY

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

The short answer

3 ChFC holders work in Casper; the most are at State Farm Investment Management Corp. (2). 3 are also registered broker representatives.

ChFC advisors in Casper, A to Z

Every advisor in Casper →
  • Leslie S. CalkinsState Farm Investment Management Corp. · Chartered Financial Consultant
  • Phillip M. RaelState Farm Investment Management Corp. · Chartered Financial Consultant
  • Jude A. WattersLPL Enterprise, LLC · Chartered Financial Consultant

Firms with the most ChFC holders in Casper

State Farm Investment Management Corp. 2LPL Enterprise, LLC 1

ChFC advisors in other Wyoming cities

All of Wyoming →

Cheyenne 4

Questions

How many ChFC financial advisors are in Casper, WY?

3 SEC-registered investment adviser representatives at firm offices in Casper, Wyoming 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 Casper?

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.