Personal Money Planning, LLC

Personal Money Planning, LLC (CRD# 112178) is a financial advisory firm headquartered in Wichita Falls, TX. They manage $109,891,438 in 576 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308
http://www.garysilverman.com
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • 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

Financial Advisors at Personal Money Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michelle Kuehner, financial advisor Wichita Falls TX
Michelle J. Kuehner
CRD#: 5649910
4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308
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.
2
Gary Silverman, financial advisor Wichita Falls TX
Gary W. Silverman
CRD#: 2076354
4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308

Gary Silverman (CRD# 2076354) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has over 33 years of experience in the finance industry.

3
Brittany Schultz, financial advisor Wichita Falls TX
Brittany N. Schultz
CRD#: 7678123
4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308

Brittany Schultz (CRD# 7678123) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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