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Michelle J Kuehner

Personal Money Planning, LLC

Wichita Falls, TX

CRD 5649910

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Employer firm

Personal Money Planning, LLC CRD 112178

$127M regulatory AUM 217 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

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

Nearby Firms

SENTRY MANAGEMENT INC
EDWARD JONES
MERCANTILE INVESTMENT ADVISORS

Nearby Investors

GEORGE MURPHY DAVIS
GEORGE MURPHY DAVIS
NILEY MONROE CHURCH

Nearby Offices

SENTRY MANAGEMENT INC · WICHITA FALLS, TX
EDWARD JONES · WICHITA FALLS, TX
MERCANTILE INVESTMENT ADVISORS · Wichita Falls, TX

More in Wichita Falls, TX

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