Megan Penn's Contact Details

Megan Penn's Company Details

Chesapeake Investment Planning LLC

Stevensville, MD, US • 5 - 9 Employees
Financial Services

In 2009, Todd created Chesapeake Investment Planning with the express purpose of preserving that increasingly elusive personal client relationship. With his more than 16 years' experience in the financial industry, Todd is quite adept at financial development, investment management, and insurance planning. His passion for helping his clients create a path to financial independence rests at the heart of Chesapeake Investment Planning's mission.Todd's idea was quite simple: To create a Wall Street-competitive company while retaining a hometown touch. With this philosophy—coupled with our outstanding team members who share more than 50 years of combined experience—Chesapeake Investment Planning is striving to rise to the top of the financial advising community while providing that personal touch that our clients need and want. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Chesapeake Investment Planning, LLC is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.www.finra.orgwww.sipc.org