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Michelle Rae Wagner

Core Planning

Ofallon, MO

Arlington, VA

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-02-27
MO RA APPROVED 2025-09-04
NC RA APPROVED 2025-09-04
  • VA RA
    APPROVED
    Since 2026-02-27
  • MO RA
    APPROVED
    Since 2025-09-04
  • NC RA
    APPROVED
    Since 2025-09-04

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Arlington, VA • 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
Cassaday & Company, Inc Mclean VA 05/2017 08/2017
Sullivan, Bruyette, Speros & Blayney, Llc Mclean VA 09/2017 02/2019
Facet Wealth Baltimore MD 04/2019 09/2020
Facet Wealth Baltimore MD 04/2019 08/2024
Cassaday & Company, Inc., Mclean VA 05/2014 05/2017
Not Registered Hanford CA 08/2024 10/2024
Ellevest New York NY 10/2024 04/2025
Facet Wealth Baltimore MD 10/2020 03/2022
Facet Wealth Baltimore MD 04/2022 08/2024
Core Planning Llc Ofallon MO 08/2025 Present
Not Registered Cary NC 04/2025 08/2025
  • 05/2017 → 08/2017
    Cassaday & Company, Inc
    Mclean, VA
  • 09/2017 → 02/2019
    Sullivan, Bruyette, Speros & Blayney, Llc
    Mclean, VA
  • 04/2019 → 09/2020
    Facet Wealth
    Baltimore, MD
  • 04/2019 → 08/2024
    Facet Wealth
    Baltimore, MD
  • 05/2014 → 05/2017
    Cassaday & Company, Inc.,
    Mclean, VA
  • 08/2024 → 10/2024
    Not Registered
    Hanford, CA
  • 10/2024 → 04/2025
    Ellevest
    New York, NY
  • 10/2020 → 03/2022
    Facet Wealth
    Baltimore, MD
  • 04/2022 → 08/2024
    Facet Wealth
    Baltimore, MD
  • 08/2025 → Present
    Core Planning Llc
    Ofallon, MO
  • 04/2025 → 08/2025
    Not Registered
    Cary, NC
Previous Registrations
  • 2024-11-06 → 2025-04-07
    Ellevest
    Hartford, CA
    New York, NY
  • 2019-05-15 → 2024-08-15
    Facet
    West Palm Beach, FL
    Cary, NC
    Hanford, CA
    Fallon, NV
  • 2017-05-09 → 2017-09-12
    Cassaday & Co Inc
    Mclean, VA
  • 2016-11-10 → 2017-04-26
    Osaic Wealth, Inc.
    Mclean, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-16
  • S66 Uniform Combined State Law Examination
    2015-06-16
Designations
Other Names
  • Michelle Montpetit
  • Michelle Rae Montpetit

View on SEC IAPD

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EDWARD JONES
CENTORBI FINANCIAL GROUP, INC.
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAINSTREET RIA LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito
Benjamin Phillip Wishman
James Corey Rudd
Daniel Dean Joseph Farner
John Thomas Farner
Bryce Starzyk

Other Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
LPL FINANCIAL LLC · O'FALLON, MO
CETERA INVESTMENT ADVISERS LLC · O'FALLON, MO

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