Paul Michel, financial advisor Grapevine TX
96 score

Paul Michel

CRD Number: 5573836
Current Firm: Provident Financial Planning, LLC

Paul Michel (CRD# 5573836) is an Investment Advisor Representative working at Provident Financial Planning, LLC in Grapevine, TX and has over 7 years of experience in the finance industry. Paul Michel 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.

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Professional Designations
Company Name Location Dates Years
Provident Financial Planning, LLC Grapevine, TX Dec 2017 - Current < 1
Fidelity Investments Irving, TX May 2012 - Dec 2017 5
Lincoln Financial Advisors Fort Wayne, IN Apr 2011 - Apr 2012 1
Arrow Fence Company Fort Wayne, IN Nov 2010 - Apr 2012 1
Strahm Group Inc. Fort Wayne, IN Nov 2010 - Feb 2011 < 1
Northwestern Mutual Investment Services, LLC Fort Wayne, IN Mar 2010 - Dec 2010 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2009 - Dec 2010 1
Unemployed Fort Wayne, IN Jun 2009 - Jul 2009 < 1
Ameriprise Financial Fort Wayne, IN Jan 2009 - May 2009 < 1
Purdue University Fort Wayne, IN Aug 2004 - Mar 2009 4
Unemployed Fort Wayne, IN Oct 2008 - Jan 2009 < 1
Hilliard Lyons Fort Wayne, IN Jul 2008 - Oct 2008 < 1
Blundall Associates Fort Wayne, IN Mar 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Paul S. Michel
Phone Number: 469-500-5200
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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