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Michelle J Kuehner

Personal Money Planning, LLC

Wichita Falls, TX

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Current Employers
Personal Money Planning, Llc

4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2018-04-09
TX RA APPROVED 2015-01-15
  • OK RA
    APPROVED
    Since 2018-04-09
  • TX RA
    APPROVED
    Since 2015-01-15

Branch Locations

4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822 • 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
Personal Money Planning Wichita Falls TX 04/2005 Present
  • 04/2005 → Present
    Personal Money Planning
    Wichita Falls, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-14
  • S65 Uniform Investment Adviser Law Examination
    2015-01-14
Other Names
  • Michelle Sue Jarrett
  • Michelle Jarrett Maxey

View on SEC IAPD

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Other Offices

SENTRY MANAGEMENT INC · WICHITA FALLS, TX
EDWARD JONES · WICHITA FALLS, TX
MERCANTILE INVESTMENT ADVISORS · Wichita Falls, TX
BROOKS FINANCIAL SERVICES · WICHITA FALLS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · WICHITA FALLS, TX
CETERA INVESTMENT ADVISERS LLC · WICHITA FALLS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Wichita Falls, TX
EDWARD JONES · WICHITA FALLS, TX

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