Chelsea Coleman Hussey

Current Employers

Employment History

• 01/2011 → 05/2022
  Northwestern Mutual Investment Services, Llc
  Canton, OH
• 12/2008 → 05/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2017 → 05/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2017 → 05/2022
  Brian Boucher
  Cleveland, OH
• 04/2018 → 05/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2022 → Present
  Lpl Financial, Llc
  Brecksville, OH
• 05/2022 → Present
  Planned Financial Services
  Cleveland, OH

Other Businesses

1) 5/2022 - DBA for LPL Business (entity for LPL business) - PFS Wealth Partners - Investment Related - BRECKSVILLE, OH 44141 2) 5/2022 - DBA for LPL Business (entity for LPL business) - 401 {K) Prosperity - Investment Related - BRECKSVILLE, OH 44141 3) 06/10/2022 - 401 (K) Prosperity - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR- Start Date - 05/23/22 - 40 Hours Per Month/ 32.5 Hours During Securities Trading. 4) 06/10/2022 - Planned Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 05/23/2022 - Time Spent 100% - I provide investment advisory services through Planned Financial Services, an independent investment advisor firm. I started this business activity in 05/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 09/06/2023 - Return on Life Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 09/15/2023 - 160 Hours Per Month/ 148 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-19
• S63 Uniform Securities Agent State Law Examination
  2011-03-25

Designations

Other Names

• Chelsea E Coleman
• Chelsea Emilie Ellen Coleman