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Brittany Nacole Schultz

Personal Money Planning, LLC

Wichita Falls, TX

CRD 7678123

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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 2025-01-01
TX RA APPROVED 2023-01-03
  • OK RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2023-01-03

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, Llc Wichita Falls TX 07/2019 Present
Homemaker/Military Spouse Wichita Falls TX 02/2013 07/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-17
  • S65 Uniform Investment Adviser Law Examination
    2022-11-17

View on SEC IAPD

Nearby Firms

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EDWARD JONES
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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

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