John David Chesbrough
Investment adviser representative at Trail Financial Planning LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$117.3MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Trail Financial Planning LLCApr 2017 to now
- Bellingham School DistrictSep 2012 to Aug 2019
- John Chesbrough, Investment AdvisorSep 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (WA).
Trail Financial Planning LLC
$117.3MAssets managed
157Clients
3Advisers
Under 1 yearIn 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
- 6104183
- Firm CRD
- 165063