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Susan Jeanmarie Chesney

Delegated Planning

Denver, CO

CRD 3271730

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Employer firm

Delegated Planning CRD 166413

64 advisory clients

Reported services (Item 5G)

  • Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers
Delegated Planning

Denver, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2013-06-18
  • CO RA
    APPROVED
    Since 2013-06-18

Branch Locations

Denver, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delegated Planning, Llc Denver CO 07/2011 Present
Planning Zoo, Llc. Athens GA 08/2022 12/2023
  • 07/2011 → Present
    Delegated Planning, Llc
    Denver, CO
  • 08/2022 → 12/2023
    Planning Zoo, Llc.
    Athens, GA
Previous Registrations
  • 2008-05-20 → 2011-06-20
    Chesney & Company
    Denver, CO
  • 2004-07-29 → 2005-05-03
    Lpl Financial Llc
    Denver, CO
  • 2002-03-15 → 2003-08-07
    Veravest Investment Advisors, Inc.
    Denver, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-28
S65 Uniform Investment Adviser Law Examination 1999-12-23
  • S63 Uniform Securities Agent State Law Examination
    2000-01-28
  • S65 Uniform Investment Adviser Law Examination
    1999-12-23
Designations
  • Certified Financial Planner

View on SEC IAPD

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