Chisholm Financial Planning & Investments

Chisholm Financial Planning & Investments (CRD# 293233) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/jenny-erdman-cfp-cdfa-esq-06558b64
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Chisholm Financial Planning & Investments
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer Logan, financial advisor Sackets Harbor NY
Jennifer E. Logan
CRD#: 5776654
Sackets Harbor, NY

Jennifer Logan (CRD# 5776654) is an Investment Advisor Representative working at Chisholm Financial Planning & Investments in Sackets Harbor, NY and has over 13 years of experience in the finance industry.

2
Vanessa Alanis, financial advisor Manassas VA
Vanessa L. Alanis
CRD#: 7610171
Manassas, VA

Vanessa Alanis (CRD# 7610171) is an Investment Advisor Representative working at Chisholm Financial Planning & Investments in Manassas, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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