Janelle Skelton (CRD# 1965022) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Oklahoma City, OK and has over 34 years of experience in the finance industry. Janelle Skelton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Wealth Planning And Management, Inc. | Oklahoma City, OK | Oct 2021 - Current | 2 |
| Metro Lawn & Landscaping | Oklahoma City, OK | May 2017 - Current | 6 |
| Cabot Lodge Securities LLC | New York, NY | Jul 2021 - Oct 2021 | < 1 |
| Vista Investment Partners LLC | Oklahoma City, OK | Jul 2021 - Oct 2021 | < 1 |
| Hilltop Securities, Inc. | Oklahoma City, OK | Jul 2004 - Jul 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2000 |
- OK
- TX
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts1,207ACCOUNTS
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Average Account Value$147,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, NH, NJ, NY, OK, PA, TX
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