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Financial ADVSR advisor directory · SEC adviser records

Cfci financial advisors in Indiana

Every SEC-registered investment adviser representative at a Cfci office in Indiana, by city and A to Z.

9 registered advisors work at Cfci in Indiana, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Bloomington (8). 0 list the CFP designation and 8 are also registered broker representatives.

Cfci advisors by city in Indiana

Every firm in Indiana →

Bloomington 8Bedford 1

Cfci advisors in Indiana, A to Z

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Questions

How many Cfci financial advisors are in Indiana?

9 investment adviser representatives are registered at Cfci offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Where in Indiana does Cfci have the most advisors?

Bloomington, with 8, then Bedford (1). Cfci has advisors in 2 cities in Indiana.

How do I check a Cfci advisor in Indiana?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cfci office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.