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Michelle Miller Vargas

Waymaker Financial Planning

Fort Worth, TX

CRD 2441702

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Employer firm

Waymaker Financial Planning CRD 308177

$3.62M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Waymaker Financial Planning

1751 River Run Suite 200, Fort Worth, TX 76107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-29
  • TX RA
    APPROVED
    Since 2020-04-29

Branch Locations

1751 River Run Suite 200, Fort Worth, TX 76107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Relocation Fort Worth TX 09/2019 11/2019
Heritage Christian Homeschool Mustang OK 06/2000 08/2019
Waymaker Financial Planning Fort Worth TX 12/2019 Present
  • 09/2019 → 11/2019
    Relocation
    Fort Worth, TX
  • 06/2000 → 08/2019
    Heritage Christian Homeschool
    Mustang, OK
  • 12/2019 → Present
    Fort Worth, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-02-18
  • S63 Uniform Securities Agent State Law Examination
    1994-02-18
Designations
  • Certified Financial Planner
Other Names
  • Michelle Miller
  • Michelle Miller Vargas
  • Michelle Renee Miller
  • Michelle R. Miller
  • Michelle Vargas

View on SEC IAPD

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