This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CHISHOLM FINANCIAL PLANNING & INVESTMENTS

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 28, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

2

Exams

S66

First exam

May 28, 2010

First registration

May 31, 2010

Dual registered

no

Other names

JENNY ERDMANN|JENNIFER ERDMANN|JENNY LOGAN|JENNIFER LOGAN

IAPD individual key

5776654

• Occurred

  Mar 19, 2024
  Advisor departed, no destination yet

  Jennifer Erdmann Logan no longer registered at Osaic Wealth, Inc.; no later IA registration on IAPD

  Form ADVobserved 5 days ago
• Occurred

  Jan 19, 2024
  Advisor changed firm

  Jennifer Erdmann Logan left Woodbury Financial Services, Inc. for Guide My Finances (registered 2017-10-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b0ff2812-7d91-b8f2-18d6-a5c12fc59291

First observed

May 31, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.