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Michelle Kuehner, financial advisor Wichita Falls TX

Michelle Kuehner

CRD Number: 5649910
Current Firm: Personal Money Planning, LLC
Compensation Model: Fee Only
Michelle Kuehner (CRD# 5649910) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has over 2 years of experience in the finance industry.
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Company Name Location Dates Years
Personal Money Planning Wichita Falls, TX Apr 2005 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Michelle J. Kuehner
4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308
Phone Number: 940-692-6885
Firm Website: http://www.texasinvest.com
Registered State(s):
  • OK
  • TX
Current Firm Details
Personal Money Planning, LLC
Firm's CRD Number: 112178
4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    576
    ACCOUNTS
  • Average Account Value
    $190,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

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