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Financial Services Firms That Approve the CRC®

To the best of our knowledge the companies below approve the use of the CRC® marks. 

We recommend that CRC® candidates and certificates regularly check the status of CRC® approval within their company.


1st Global
1st Global Capital
1st National Bank of Hutchinson
1st Source Bank
20/20 Financial Advisers of Sacramento
401(K) Educators, Inc.
56 Group
Able Financial Group
Adamson Financial Planning
Addison Avenue Investments
Adenta Baptist Church
Advanced Pension Solutions
Advantage Choice Insurance
Advent Financial Advisors
AIM Advisory Group
Albuquerque Public Schools
Alexander Financial Planning
Allied Solutions, LLC
Allocation Company
Allstate Financial Services
Amarillo National Bank
Amegy Investments
American Capital Management
American Economic Planning Group, Inc.
American Elite Retirement
American Family
American Financial Advisors LLC
American General Life
American National Bank
American Retirement Advisors, Inc.
American Retirement Counselors
American Tax
American Trust Investment Services
American Wealth Management
America’s 401(k), INC.
Ameriprise Financial
Ameriprise Financial Services, Inc.
Apollo Group
Appleby Retirement Consulting
Arachne Business Systems, Inc.
Arise CPA Services, LLC
Arizona State Retirement System
Arlington County
Arthur J. Gallagher & Co.
Aspect Wealth Management
Asset Management & Protection
Associated Bank
Associated Wealth Management
Austin Wealth Management LLC
Avalon Investment & Securities Group
Avery Sample Financial Group
AXA Equitable
B B & T Investments
BAC Wealth Advisors, Inc.
Baden Retirement Services
Bala Financial Group, Inc.
BancorpSouth Investment Services, Inc.
BancWest Investment Services
Bank of America Investment Services
Bank of America, Merrill Lynch
Bank of Hawaii
Bankers Life & Casualty
Barnum Financial Group
Baxter Financial Group
Bay Area Rapid Transit
BB&T Investment Services
BB&T Investments Services
BBVA Compass
BBVA Compass Investment Solutions
BBVA Securities
BBVA Securities Inc.
Behn Financial Group
Bell Investments
Benefit Funding Retirement Services
Benefit Planning Specialist, Inc.
Benefit Strategies, Inc.
Benefits Consulting Group
BeneTrak, Inc
Beverly HIlls Wealth Management
Black Millwork Co., Inc.
Block & Associates
BlueSpire Strategic Marketing
BMO Harris Financial Advisors
Bowen Agency Inc
Branch Financial Services Inc.
Braun Wealth Managment Group
Brave Spirit Seminar, LLC
Breden Financial Group
Business & Estate Planning
Byer Financial Services, Inc
Cadaret Grant & Co Inc
Calamos Wealth Management LLC
Caldwell, Ott & Co
Caldwell, Ott & Co.
Cambridge Legacy Securities
Camelback Retirement Planners
Cannon Financial
Cannon Financial Institute
Capital Financial Services
Capital One Financial Advisors
Capital Wealth Management
Carl Domino Inc.
Carroll Financial Associates
Cary Street Partners LLC
Centaurus Financial
Central Financial Services
Central Trust & Investment Company
Century Bank & Trust
Cetera Advisor Networks
Cetera Investment Services LLC
CFO Capital Mangement
Chappelle Consulting Group
Charles D. Haines, LLC
Charles Schwab & Co.
Charles Stephen & Co.
Children’s Memorial Hospital
Citizens Bank
City College of San Francisco
City National Bank
Claudia Freeman CFP (US & Canada), CRC
Coghill Investment Strategies
Collaborative Wealth Management
Colorado 457 Committee
Colorado State Treasury
Comm Financial Services  (LPL)
Common Wealth
Commonwealth Financial Network
Community Ladders
Conaway & Conaway
Contego Capital
Cook Tax & Retirement Services
Cooney Associates
Cornerstone Financial Strategi
Cotsakos College of Business
County National Bank
County of Sacramento
Cowling & Burtsfield Wealth Mgmt
CPS Investment Advisors
Creative Plan Design
Crenshaw, Dupree, & Milam, L.L.P.
Crowe Horwath LLP
Crown Capitol
Cummings Financial Services
CUNA Mutual
CUNA Mutual Group
CUSO Financial
CUSO Financial Services, L.P.
Dallas Police and Fire Pension System
Dangelo Fiancial
David A. Noyes
David Peters Financial Services
Davis Financial Strategies, LTD
DB Golf, LLC
Deane Retirement Strategies, Inc
Deer Valley Credit Union
Dentsply International
DeStefano Wealth Management
Discovery Financial Group, LLC
DIV Invest
Diversified Financial Consultants, LLC
DKB Wealth Management
DLG Wealth Management
Don Paul Cochran, Attorney at Law
Dudycha Retirement Group
Durable Wealth Management
Durso Wealth Management Group
Edelman Financial Services,LLC
Edward Jones
El Paso County Retirement Plan
ELCA Foundation
Elevations Credit Union
Elwood & Goetz Wealth Advisory Group
Empire Asset Mgmt Group
Equity Creator Agency, Inc.
Erie Wealth Management
Eriebank Investment Advisors
Erman Retirement Advisory
Essex National Securities
Etrade Financial
Etzler Financial Advisors, LLC
Evensky & Katz
Ever Bank
Evergreen Financial Services & Insurance
Executive Brokerage Services, Inc.
Falbo Wealth Management
Family Estate Planning, Inc.
Fanning Investment Partners, Inc
Fidelity Investments
Fiduciary Partners
Financial Advantage
Financial Freedom Partners
Financial Integrity Resource Management
Financial Network Investment Corporation
Financial Planning Solutions LLC
Financial Resource Partners, LLC
First Citizens Securities
First Command Financial Planning
First Commonwealth Advisors
First Commonwealth Bank
First Federal Bank
First Financial Equity Corp.
First Gulf Advisors
First Merchants Trust Company
First National Bank
First Niagara Bank
First Niagara Securities
Firth Third Bank
Flagship Financial
Flagstar Bank
Focus Financial Wealth Management, Inc.
Forethought Annuities
Fortenberry & Ballard, PC
Frandsen Investment Services
Frost Bank
FSC Securities Corp
FTB Advisors
GagniStrang Financial
Gallagher Retirement Services
Gateway Financial Group
GBJ Scott Financial
Gemini Financial Services
GenSpring Family Offices
Gilliam, Mease & Associates
Gitterman & Associates Wealth Management
Goldman Sachs
Graf & Company Financial Management
Great American Fin. Resources
Great Lakes Financial Services
Great Nation Investment Corp
Great West Financial
Great West Retirement Services
Green Wealth Management
Greenberg Financial Group
Greene & Assoc. Integrated Ret. Strat.
Griffith Labs
Guardian Investor Services LLC
Guarino Wealth Management, LLC
H.D. Vest Investment Service
Hancock Wealth Advisory
Happy State Bank
Harbour Finanacial Group, Inc
Healey & Associates, Inc.
Heritage Seubert Financial
Heritage Wealth Management Group
Hooker & Holcombe Retirement Services, I
Horner,Townsend, & Kent Inc.
Houston Police Officers Pension System
Howard Financial Corp.
Howell Financial Management
Huntington Investment Company
Iberia Finanical Services, LLC
ICMA Retirement Corporation
Income For Life Advisors
Independent Capital Management, Inc.
Independent Financial Resources
Independent Planners Group
Independent Wealth Management
Infinex Group
Infinex Investments, Inc.
ING Financial Advisors
ING Financial Partners
ING Funds Distributor, Inc.
ING Institutional Plan Services
Intac Actuarial Services Inc.
Integrated Financial Management
Integrity Financial Group
Integrity Financial Planning
Intermet Corportation
Invest Financial
Investment Centers of America
Investment Solution Services
Investment Solution Services, LLC
Investment Solutions Group
Investors Brokerage of Texas
Investors Capitol Corporation
Investors Choice
Iowa State University
J.D. Napp Wealth Advisory
J.W. Cole Financial
J.W. Glowka
J.W. Thompson Investments
Jackson National Life
Janney Montgomery Scott
Jefferson National
JK Enterprises
John Checki
John Hancock Financial Network
Johnson Bank
Jonah Wealth Management
JP Morgan
JPMorgan Chase
JPMorgan Chase & Co.
Julie Rosenthal Wealth Management
Kahler Financial Group
Kansas State University
Karr Barth Associates AXA Advisors LLC
Keeble & Pyke, LLC.
Keegan Wealth Management & Retirement
Kelman-Lazarov, Inc.
Kennedy Financial Services
Kensington Financial Services, Inc.
Kentucky Planning Partners
Kern County Employees’ Retirement Associ
Key Investment Services
Kingsbury Business Services
Kissinger FInancial Services
Kitrosser Wealth Management
Kovack Securities
KRI Pension Services
KY Public Employees Deferred Comp Auth
LD Lowe Sr. Financial Advisory
Legacy Financial Group
Legacy Wealth Mgmt
Legend Advisory
Leonard J. Ferrara Company
Lighthouse Financial, LLC
Lincoln Benefit Life
Lincoln Investment Planning
Lincoln Investment Planning Inc
Lincoln Investment Planning, Inc.
Lincoln Investments Planning, Inc.
Lincoln National Life Insurance Co.
LMB Group, Inc.
LNG Financial Services, LLC
Lone Star 401(k) Consultants
LPL Financial
LPL Financial Services
Lucido’s Insurance Agency, Inc.
MA Anderson LLC
Manulife Financial
Mark J. Snyder Financial Services, Inc.
Maryland Supplemental Retirement Plans
Maryniw Financial
Mass Mutual
Mass Mutual Retirement Services
Master’s Advisors
Master’s Advisors, Inc.
Masters, Smith and Wisby
MC2 Wealth Solutions
McCloskey Financial Group
MCM Financial Group
MD State Highway Administration
Melton Financial Group
Mercer Health & Benefits
Mercury Investment Group
Merrill Lynch
Met Life
Metropolitan Water District of
Michael S Falk Asset Consulting
Midland Insurance Incorporated
Midlands Financial Benefits
Millar Financial
Milliman USA
Minneapolis Teacher’s Retirement Assoc
Missouri Local Government ERS
Money Smart Women
Monterey County
Morgan Keegan
Morgan Stanley
Morgan Stanley & Co., Inc.
Morgan Stanley Smith Barney
Mullarkey Senior Services
Murphy Financial Advisors, Inc
Mutual of Omaha
Mutual of Omaha Investor Services, Inc
Mutual Service Associates
Naples Asset Management Co
National Planning Holdings, Inc.
National Retirement Partners
Nationwide Financial
Nationwide Financial Network
Nationwide Insurance
Nationwide Mutual Ins
Nationwide Retirement Solution
Nationwide Retirement Solutions
NBT Financial Services
NC Retirement Systems
ND Retirement & Investment Office
New Albany Plain Local Schools
New England Financial Group, LLC
New York Life
New York Life Insurance & Annuity Corp.
New York State United Teachers
Newbridge Securities Corp
NFP Securities
NJC Investments
NMHU – Student
no longer w/NRS
North Carolina A&T State University
North Ranch Financial Group
Northwest Retirement Services
NYC Deferred Compensation
NYS Deferred Compensation
Old Dominion Capital Management, Inc
Olympus Financial Advisors
ONB Bank and Trust/Invest Financial
OneAmerica Financial Partners, Inc.
P S Asset Management
Pacific Life
Packerland Brokerage
Palanzo Financial Services
Paramount Wealth Management
Parochial Employees’ Retirement System
Pate Downs & Pinkerton
Patrice Gilbert Financial Services
PCA Retirement & Benefits Inc.
Peace Officer Annuity and Benefit Fund
PEN Associates, Inc.
Pennington Bass
People Incorporated
Peoples’s Securities Inc.
Petersen Hastings Investment Management
Pilkington Financial, LLC
Piotrowicz Financial Services
PK Financial
PKS Investments
Plains Capital Bank
Planned Futures
Planning 4U LLC
PNC Investments
PNC Wealth Management
Police & Fire Pension Fund
Portico Benefit Services
Powell Financial Group
Powell Wealth Management
Precept Group
Preserve First
Principal Financial Group
Pritchard & Associates
Pro Equities
ProEquities, Inc.
Protective Life
Prudential Financial
Prudential IMS
Prudential PRS
Prudential Retirement
Prudential Retirement Services
PSECU Financial Services
Public Pensions Inc.
Quail Creek Bank
RA Lotter
Randolph Moore Financial Planning
Raymond James
Raymond James & Associates Inc.
Raymond James Financial Services
RBC Wealth Management
Reformed Church in America
RegentAtlantic Capital, LLC
Regions Bank
Regions Investment Solutions
Reindel Retirement Services LLC
Renasant Bank
Retired from GEBCorp
Retirement Advisors Presi Ortega & Assoc
Retirement Counseling Services
Retirement Management Associates, Inc.
Retirement Pathways Inc
Retirement Plan Advisors
Retirement Plan Advisors LLC
Retirement Planning Partners
Retirement Resource Center
Retirement Solutions for Seniors, Inc.
Retirement Solutions of America
RG Capital
RHF Financial Group, LLC
Rhodes Consulting Group
Riney, Hancock & Co.
Robert Osher Investment Management
Rodgers & Associates
Rollover Securities, LLC
Ronald Blue & Co., LLC
Rosenbaum Financial
Rosenthal Retirement Planning
Rothschild & Sale
Royal Securities
RS Welch Financials
RW Baird
Saint Joseph’s University
San Francisco Employees’ Retirement Syst
Sanders & Schutte Financial Partners
Santander Investment Services
Savant Capital Management Inc.
Sawyer Learning Services
SB1 Federal Credit Union
SBSU Financial Services
SC Deferred Comp Commission
Schaming Wealth Management
Scheer Wealth
Seacoast Wealth Management
Securities America
Securities America, Inc.
Security Benefit
Sound Investment Solutions
South Plains 401k
Southern Farm Bureau
Southwestern Investment Services
Spectrum Investment Advisors
St. Jude Medical
StahlSchmidt Financial Group
StanCorp Investment Advisers
State Corporation Commission
State Farm Insurance
State Retirement System of IL
Steadfast Capital Markets Group
Sterling Savings Banc
Stern, Kory, Sreden, & Morgan
Steven S. Shagrin Company
Stewart Flaherty & Associates
Stifel Nicolaus
Stifel Nicolaus & Co Inc
Stifel, Nicolaus & Company, Inc.
Stonebridge Financial Group
Strategic Benefits Planning Gr
Strategic Investment Management LLC
Strategic Wealth Management Group LLC
Stroup Fin. Strategies, LLC
STRS of Ohio
Suffolk County Public Employees Deferred
Summit Alliance
Summit Brokerage
Summit Brokerage Services
Summit Financial Group
Sun America
Sun Life
Sun Trust Investments
SunTrust Inv. Services
SunTrust Investment Services
SunTrust Investments
Symetra Investment Services
Symphony Financial Services, LLC
Tarr & Associates
TCF Investments
TD Ameritrade
Texas Tech University
The 401(k) IPS
The Asset Consulting Group
The Huntington Investment Company
The Legend Group
The Musuneggi Financial Group
The Mutual Fund Store
The National Bank of Indianapolis
The Ohlson Group Inc.
The Pacific Center for Financial Service
The Private Bank
The Retirement Planners
The Sher Wealth Management Group
The Trust Company
Thomas Stroyne Financial Services
Thompson National Properties
Thoroughbred Financial Services
Thrivent Financial
Touchstone Capital Inc
Trans America
TransAmerica Capital Inc
TransAmerica Investment
Transamerica Retirement Solutions
Transwest Credit Union
TrueNorth Wealth Management
Trustmont Financial Group
TruWest Credit Union
TTU – Graduate Assistant
TTU – Student
TTU Student
TW Group Inc.
U.S. Bancorp Investments, Inc.
UBS Financial Services
UGA – Faculty
UGA – Student
Uhlmann Price Securities, LLC
Uncommon Wealth Management
Unified Financial Services
Union Bank of California
United Capital Private Wealth Counseling
United Supermarkets, Ltd
Universal Retirement
Upright Planning, LLC
US Apartment Investors
US Bancorp Investments
US Bank
US Veteran Resources
USA Funding
USAA Wealth Management
UT Dallas
Utah Valley University
VALIC Financial Advisors
Vantage West CU
Virginia Retirement System
WA Suburban Sanitary Commission Emp.Ret.
Wachovia Securities
Wachovia/ Wells Fargo
Waddell & Reed
Waddell & Reed, Inc
Waddell and Reed
Wagener-Lee, LLC
Walker Capital Mgt. Corp.
Washington Financial Bank
Wayne County Airport Authority
Waypoint Financial Solutions, Inc.
Wealth Advisory Group
Wealth Development Group
Wealth Planners
Wealth Planners LLC
Wealth Planning & Management Inc
Wealth Strategies Group, LLC
WealthWise Financial Services
Webster Investment Services
Weidner Financial Grp.
Weinrich & Associates
Wells Fargo
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Wells Fargo Financial Network
WesBanco Securities
WESPAC Plan Services Inc.
Western & Southern Life
Wheeling Financial Advisors
White Pacific
Willett Consulting
William Mack & Associates, Inc.
Williams Financial Group
Willits Wealth Management, Inc.
Wisconsin Deferred Compensation
Wisconsin Depart. Of Employee Trust Fund
WRP Investments Inc.
Wunderlich Securities
YMCA Retirement Fund
YUMA Investment Group
Zinser Benefit Services, Inc.