John Chesbrough has been Member/Chief Compliance Officer/Lead Financial Planner of Trail Financial Planning since April 2017, is a control person of the firm and directly owns 75% or more of it.
Trail Financial Planning LLC is a Bellingham, WA firm with $117M under management, 157 clients and 3 advisers across 3 offices, as of its March 2026 filing.
John Chesbrough is a financial planner at Trail Financial Planning LLC in Bellingham, WA. He has delivered financial planning and investment management services to clients since 2012, and in 2017 he and Liz Snyder partnered to form the firm. He was previously a high school science teacher and works with people who care for others and their community, such as firefighters, therapists, doctors, nurses and teachers.
- Trail Financial Planning LLCCurrent– present · 10 yearsBellingham, WA · Adviser representative · Firm CRD 165063
Professional designations
Listed by Trail Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Registered Life Planner®
Investment adviser representative registrations
John Chesbrough is registered as an investment adviser representative in Washington, since November 2015.
- WashingtonSince 20 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John David Chesbrough
- CRD
- 6104183
- Firm
- Trail Financial Planning · CRD 165063
- Role
- Member/Chief Compliance Officer/Lead Financial Planner
- Office
- 214 N COMMERCIAL ST., Bellingham, WA 98225
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trailfp.com
Where does John Chesbrough work?
John Chesbrough has been Member/Chief Compliance Officer/Lead Financial Planner of Trail Financial Planning LLC since April 2017, and is a control person of the firm.
Is John Chesbrough a financial advisor?
Yes. John Chesbrough has a current investment-adviser registration in Washington, through Trail Financial Planning since November 2015.
How many years of experience does John Chesbrough have?
John Chesbrough has 11 years in the financial industry, since November 2014, across 1 adviser firm.
What exams has John Chesbrough passed?
John Chesbrough passed the Series 65 in June 2012.
Where did John Chesbrough work before Trail Financial Planning?
Before Trail Financial Planning, John Chesbrough was registered through John Chesbrough, November 2012 to December 2013.
Where is John Chesbrough based?
John Chesbrough’s registered office is in Bellingham, WA.
Is John Chesbrough registered with FINRA?
No. John Chesbrough has no current broker registration.
Is John Chesbrough a CFP?
Trail Financial Planning lists John Chesbrough with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify John Chesbrough’s record?
Search CRD 6104183 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Chesbrough’s full registration record.
