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Derek John Delaney

Pharmd Financial Planning LLC

Owatonna, MN

CRD 6213474

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Employer firm

Pharmd Financial Planning LLC CRD 311179

$35.1M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Pharmd Financial Planning Llc

125 28Th St. Ne Suite 2, Owatonna, MN 55060 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-16
MN RA APPROVED 2021-02-22
  • TX RA
    APPROVED_RES
    Since 2023-10-16
  • MN RA
    APPROVED
    Since 2021-02-22

Branch Locations

125 28Th St. Ne Suite 2, Owatonna, MN 55060 • 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
Profinium, Inc Owatonna MN 09/2016 02/2021
Pharmd Financial Planning Llc Owatonna MN 09/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-21
S63 Uniform Securities Agent State Law Examination 2013-07-29
  • S65 Uniform Investment Adviser Law Examination
    2016-07-21
  • S63 Uniform Securities Agent State Law Examination
    2013-07-29
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Delaney Derek

View on SEC IAPD

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EDWARD JONES
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Nearby Investors

CHRISTINA MARIE WETMORE
BRANDON SPENCER WAYNE
JACOB GARDNER NORRID

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · OWATONNA, MN
EDWARD JONES · OWATONNA, MN
LPL FINANCIAL LLC · OWATONNA, MN

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