Investment adviser representative · Pharmd Financial Planning LLC
Derek J. Delaney
CRD 6213474 · Owatonna, MN
At a glance
Derek J. Delaney is an investment adviser representative with Pharmd Financial Planning LLC in Owatonna, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Derek’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Pharmd Financial Planning LLCSince February 2021Owatonna, MN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Derek’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.