Michelle J. Kuehner

PERSONAL MONEY PLANNING

Wichita Falls, TX 76308-2822

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CRD#: 5649910

Professional summary

Michelle J Kuehner, who also goes by Michelle Sue Jarrett, Michelle Jarrett Maxey, is a registered financial advisor currently at PERSONAL MONEY PLANNING, LLC located in Wichita Falls, Texas.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michelle has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Sue Jarrett | Michelle Jarrett Maxey

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle J Kuehner'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®

None

Experience

Current

January 15, 2015 - Present

PERSONAL MONEY PLANNING, LLC

Office #1: 4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822

RIA

CRD#: 112178

Wichita Falls, TX

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".

PERSONAL MONEY PLANNING, LLC

GARY WILLIAM SILVERMAN | PERSONAL MONEY PLANNING, LLC | PERSONAL MONEY PLANNING

CRD#: 112178 / SEC#: 801-123694

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (4/28/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2022 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
(4/9/2018)

IAR

Texas
(1/15/2015)

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: 1/14/2015

Uniform Investment Adviser Law Examination

Current Firm

PERSONAL MONEY PLANNING, LLC

GARY WILLIAM SILVERMAN | PERSONAL MONEY PLANNING, LLC | PERSONAL MONEY PLANNING

CRD#: 112178 / SEC#: 801-123694

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

Oklahoma

Registered Investment Advisory firm - (4/28/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2022 Terminated)

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Contact information

Main Address

4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822

Mailing Address

Phone number

(940) 692-6885

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (ADV PART II) (3/26/2025)

Regulatory assets under management

Total Number of Accounts	577
AUM (Assets Under Management)	$ 115,856,959

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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Michelle J. Kuehner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle J Kuehner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERSONAL MONEY PLANNING, LLC

Primary Firm SEC Registration

PERSONAL MONEY PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/2015

Current Firm

PERSONAL MONEY PLANNING, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PERSONAL MONEY PLANNING, LLC

TRUST BUT VERIFY

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