Chelsea Coleman Hussey
Investment adviser representative at Return On Life Wealth Partners
18 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$472.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Return On Life Wealth PartnersJun 2022 to now
- LPL Financial, LLCMay 2022 to now
- Planned Financial ServicesMay 2022 to now
- Northwestern Mutual Wealth Management CompanyApr 2018 to May 2022
- Brian BoucherJun 2017 to May 2022
- Northwestern Mutual Wealth Management CompanyFeb 2017 to May 2017
- Northwestern Mutual Investment Services, LLCJan 2011 to May 2022
- Northwestern Mutual Life Insurance CompanyDec 2008 to May 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Return On Life Wealth Partners
Legal name: Planned Financial Services, LLC
$472.5MAssets managed
284Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5630242
- Firm CRD
- 112879