Janelle M. Skelton

TOTAL WEALTH PLANNING AND MANAGEMENT

Oklahoma City, OK 73112

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CRD#: 1965022

Professional summary

Janelle Marie Skelton, CFP®, who also goes by Janelle M Oglesby, Janelle Marie Oglesby, is a registered financial advisor currently at TOTAL WEALTH PLANNING AND MANAGEMENT, INC. located in Oklahoma City, Oklahoma.

Janelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Janelle has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janelle M Oglesby | Janelle Marie Oglesby

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Metro Lawn & Landscaping, not investment related, family landscaping business, Oklahoma City, OK, 5/2017, 3 hours per month, zero hours during trading hours, help with licensing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janelle Marie Skelton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

October 11, 2021 - Present

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Office #1: 3030 Nw Expressway Suite 200, Oklahoma City, OK 73112

RIA

CRD#: 166664

Oklahoma City, OK

Past

July 21, 2021 - October 1, 2021

VISTA INVESTMENT PARTNERS LLC

RIA

CRD#: 286014

OKLAHOMA CITY, OK

Past

July 7, 2021 - October 22, 2021

CABOT LODGE SECURITIES LLC

CRD#: 159712

Oklahoma City, OK

Past

February 26, 2020 - July 16, 2021

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

OKLAHOMA CITY, OK

Past

July 29, 2004 - December 31, 2019

HILLTOP SECURITIES INC.

RIA

CRD#: 6220

OKLAHOMA CITY, OK

Past

July 29, 2004 - July 16, 2021

HILLTOP SECURITIES INC.

CRD#: 6220

OKLAHOMA CITY, OK

Past

August 16, 2000 - August 6, 2004

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

EDMOND, OK

Past

December 19, 1989 - August 6, 2004

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOMES WEALTH PLANNING AND MANAGEMENT, INC. | TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

CRD#: 166664 / SEC#: 801-113167

RIA

Registered Investment Advisory firm - (5/3/2018 Approved)

California

Registered Investment Advisory firm - (6/3/2018 Terminated)

Florida

Registered Investment Advisory firm - (5/4/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (5/25/2018 Terminated)

New York

Registered Investment Advisory firm - (5/4/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/7/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/11/2021)

IAR

Texas
(10/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/30/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/2/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/11/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/20/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/16/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/11/2024

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/11/2024

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 10/28/1997

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TOMES WEALTH PLANNING AND MANAGEMENT, INC. | TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

CRD#: 166664 / SEC#: 801-113167

RIA

Registered Investment Advisory firm - (5/3/2018 Approved)

California

Registered Investment Advisory firm - (6/3/2018 Terminated)

Florida

Registered Investment Advisory firm - (5/4/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (5/25/2018 Terminated)

New York

Registered Investment Advisory firm - (5/4/2018 Terminated)

Pennsylvania

Registered Investment Advisory firm - (5/7/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/4/2018 Terminated)

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Contact information

Main Address

Ponte Vedra, FL

Mailing Address

Po Box 859, Ponte Vedra Beach, FL 32004

Phone number

(866) 568-0003

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A WRAP FEE (3/4/2025)

ADV PART 2A (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,264
AUM (Assets Under Management)	$ 203,935,965

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Janelle M. Skelton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janelle Marie Skelton's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISTA INVESTMENT PARTNERS LLC

CABOT LODGE SECURITIES LLC

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

HILLTOP SECURITIES INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/30/2000

Series 63

Date: 1/2/1990

Series 7TO

Date: 3/11/2024

SIE

Date: 10/1/2018

Series 31

Date: 6/20/2008

Series 7

Date: 12/16/1989

Series 10

Date: 3/11/2024

Series 9

Date: 3/11/2024

Series 8

Date: 10/28/1997

Current Firm

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

TRUST BUT VERIFY

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