Unclaimed Profile

Paul Michael Rahn

THE PLANNING PROJECT LLC·THE WOODLANDS, Texas

Clean recordTHE 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Michael Rahn is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with THE PLANNING PROJECT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

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 →

Firm Overview

Firm

THE PLANNING PROJECT LLC

THE SUM

AUM

$306M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE PLANNING PROJECT LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5578276

Firm CRD# 297658

View on FINRA BrokerCheck →

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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 →