Unclaimed Profile

Paul Michael Rahn

THE PLANNING PROJECT LLC·THE WOODLANDS, Texas

SIE, Series 7, Series 66CFPClean record17 years registeredTHE PLANNING PROJECT LLC

4526 RESEARCH FOREST DR., THE WOODLANDS, TX 77381CRD# 5578276Firm CRD# 297658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Michael Rahn · THE WOODLANDS, TX

Registration

CRD #5578276 · THE PLANNING PROJECT LLC · 17 years registered

Brand Profile

Not yet started

Career History

THE SUM

Nov 2021 – present

THE SUM

Jul 2018 – Oct 2021

THE WOODLANDS, TX

STRATEGIC ADVISERS LLC

Jun 2010 – Jun 2018

THE WOODLANDS, TX

THRIVENT INVESTMENT MANAGEMENT INC.

Sep 2008 – Apr 2009

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 15, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PLANNING PROJECT LLC

CRD 297658 · SEC 801-122376

AUM

$306M

Regulatory assets under management

Employees

619 client accounts

Services offered by THE PLANNING PROJECT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNING PROJECT LLC →

Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Michael Rahn offer?

Paul Michael Rahn specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Paul Michael Rahn's credentials?

Paul Michael Rahn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Michael Rahn located?

Paul Michael Rahn is based in THE WOODLANDS, Texas, working with THE PLANNING PROJECT LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Paul Michael Rahn charge for services?

Paul Michael Rahn's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNING PROJECT LLC?

THE PLANNING PROJECT LLC has approximately 8 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →