Chelsea Hussey has been an investment adviser representative at Planned Financial Services since June 2022, and is not listed among the firm’s executive officers or direct owners. Chelsea Hussey holds a Bachelor of Science in International Business with Spanish from The University of Akron.
Planned Financial Services, LLC is a Cleveland, OH firm with $473M under management, 284 clients and 5 advisers in one office, as of its February 2026 filing.
Chelsea Hussey is Wealth Advisor of Return on Life Wealth Partners. She joined the firm as a wealth advisor in 2022 to help business owners and high net worth families with wealth and retirement income planning, business succession and executive compensation. Before joining she was Director of Planning at Lakefront Capital in Cleveland, Ohio, and earlier a financial advisor with Northwestern Mutual in Canton, Ohio.
Chelsea Hussey’s longest registration is the current one, 4 years at LPL Financial LLC since 2022.
- – present · 4 yearsCleveland, OH · Adviser representative · Firm CRD 112879
- LPL Financial LLCAlso current– present · 4 yearsHinckley, OH · Adviser representative and broker · Firm CRD 6413
Professional designations
Listed by Planned Financial Services
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Chelsea Hussey is registered as an investment adviser representative in Ohio, since June 2022.
- OhioSince 10 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 14 February 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 March 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 February 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Chelsea Coleman Hussey
- CRD
- 5630242
- Firm
- Planned Financial Services · CRD 112879
- Office
- 7000 FITZWATER ROAD, SUITE 300, Cleveland, OH 44141
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- returnonlifewealth.com
Where does Chelsea Hussey work?
Chelsea Hussey is an investment adviser representative registered through Planned Financial Services, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Chelsea Hussey a financial advisor?
Yes. Chelsea Hussey has a current investment-adviser registration in Ohio, through Planned Financial Services since June 2022.
How many years of experience does Chelsea Hussey have?
Chelsea Hussey has 15 years in the financial industry, since March 2011, across 2 adviser firms.
What exams has Chelsea Hussey passed?
Chelsea Hussey has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in February 2011. FINRA credited Chelsea Hussey with the SIE, which began in October 2018.
Where is Chelsea Hussey based?
Chelsea Hussey’s registered office is in Cleveland, OH.
Is Chelsea Hussey registered with FINRA?
Yes. Chelsea Hussey has a current broker registration, under CRD 5630242.
Source: FINRA BrokerCheck
Is Chelsea Hussey a CFP?
Planned Financial Services lists Chelsea Hussey with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Chelsea Hussey’s record?
Search CRD 5630242 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Chelsea Hussey’s full registration record.
