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Financial ADVSR advisor directory · SEC adviser records

Cfci financial advisors

Every SEC-registered investment adviser representative at Cfci, by the state and city of the office they work from.

9 registered advisors work at Cfci, in 1 state and 2 cities; the most are in Bloomington, IN (8). 0 list the CFP designation and 8 are also registered broker representatives.

Search every Cfci advisor by name →Who joined and left Cfci →Cfci: assets, clients and custodians →

Cities with the most Cfci advisors

Bloomington, IN 8Bedford, IN 1

Cfci advisors by state

Cfci in Indiana 9

Bloomington 8Bedford 1

Questions

How many financial advisors does Cfci have?

9 investment adviser representatives are registered with Cfci, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 0 list the CFP designation and 8 are also registered as broker representatives.

Where does Cfci have the most advisors?

Bloomington, IN, with 8 registered advisors, then Bedford, IN (1). By state, Indiana has the most, with 9.

How do I find a Cfci financial advisor near me?

Pick your state below, then your city, to see every Cfci advisor registered at an office there. Each one 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Cfci offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →