Unclaimed Profile

Michelle J Kuehner

PERSONAL MONEY PLANNING, LLC·WICHITA FALLS, Texas

Series 65Clean record11 years registeredPERSONAL MONEY PLANNING, LLC

4245 KEMP BLVD SUITE 1007, WICHITA FALLS, TX 76308-2822CRD# 5649910Firm CRD# 112178

Profile Verification

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

Identity

Michelle J Kuehner · WICHITA FALLS, TX

Registration

CRD #5649910 · PERSONAL MONEY PLANNING, LLC · 11 years registered

Brand Profile

Not yet started

Career History

PERSONAL MONEY PLANNING, LLC

Jan 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 15, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERSONAL MONEY PLANNING, LLC

CRD 112178 · SEC 801-123694

AUM

$110M

Regulatory assets under management

Employees

576 client accounts

Services offered by PERSONAL MONEY PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PERSONAL MONEY PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Michelle J Kuehner offer?

Michelle J Kuehner specializes in Financial Planning, Investment Management. Contact their office in WICHITA FALLS, Texas for a consultation.

What are Michelle J Kuehner's credentials?

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

Where is Michelle J Kuehner located?

Michelle J Kuehner is based in WICHITA FALLS, Texas, working with PERSONAL MONEY PLANNING, LLC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.

How does Michelle J Kuehner charge for services?

Michelle J Kuehner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERSONAL MONEY PLANNING, LLC?

PERSONAL MONEY PLANNING, LLC has approximately 5 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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