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Rachel Catherine Allison

Haddonfield Financial Planning LLC

Haddonfield, NJ

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Current Employers
Haddonfield Financial Planning Llc

205 N Haddon Ave, Haddonfield, NJ 08033-2322 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-23
PA RA APPROVED 2024-05-22
  • NJ RA
    APPROVED
    Since 2024-05-23
  • PA RA
    APPROVED
    Since 2024-05-22

Branch Locations

205 N Haddon Ave, Haddonfield, NJ 08033-2322 • 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
Deluxe Italian Bakery Runnemede NJ 01/2016 02/2018
Wegmans Food Markets Cherry Hill NJ 03/2018 05/2019
Bank Of America Marlton NJ 05/2019 11/2021
Haddonfield Lions Club Haddonfield NJ 10/2023 Present
Qnary Haddonfield NJ 10/2023 Present
Segel Associates Haddonfield NJ 07/2021 Present
Haddonfield Financial Planning Haddonfield NJ 11/2021 Present
Puff Wealth Management Llc Haddonfield NJ 11/2021 Present
  • 01/2016 → 02/2018
    Deluxe Italian Bakery
    Runnemede, NJ
  • 03/2018 → 05/2019
    Wegmans Food Markets
    Cherry Hill, NJ
  • 05/2019 → 11/2021
    Bank Of America
    Marlton, NJ
  • 10/2023 → Present
    Haddonfield Lions Club
    Haddonfield, NJ
  • 10/2023 → Present
    Qnary
    Haddonfield, NJ
  • 07/2021 → Present
    Segel Associates
    Haddonfield, NJ
  • 11/2021 → Present
    Haddonfield Financial Planning
    Haddonfield, NJ
  • 11/2021 → Present
    Puff Wealth Management Llc
    Haddonfield, NJ
Other Businesses

Treasurer: Friends of the Indian King Tavern Museum No commission

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
Other Names
  • Rachel Allison

View on SEC IAPD

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THE ASCENT GROUP, LLC
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INTEGRITY ADVISORY SOLUTIONS
CRA FINANCIAL SERVICES, L.L.C.
FINANCIAL COMPASS LLC

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Molly Babcock
RICHARD ALBERT BONNETTE
BRETON W BONNETTE
EMILY PEASE BONNETTE
EDWARD ELLIS
JOHN CYRIL BURKHARDT
VICTORIA BONNETTE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · HADDONFIELD, NJ
HADDON WEALTH MANAGEMENT, LLC · HADDONFIELD, NJ
WROUGHT FINANCIAL PLANNING · HADDONFIELD, NJ
THE ASCENT GROUP, LLC · HADDONFIELD, NJ
LPL FINANCIAL LLC · HADDONFIELD, NJ
INTEGRITY ADVISORY SOLUTIONS · Haddonfield, NJ
CRA FINANCIAL SERVICES, L.L.C. · Haddonfield, NJ
FINANCIAL COMPASS LLC · Haddonfield, NJ

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