Michelle R. Wagner
CORE PLANNING
Cary, NC
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CRD#: 6383953
Professional summary
Michelle Rae Wagner, CFP®, who also goes by Michelle Rae Montpetit, Michelle Montpetit, is a registered financial advisor currently at CORE PLANNING located in Cary, North Carolina.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michelle has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michelle Rae Montpetit | Michelle Montpetit
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.
I started working at Domain Money as an independent contractor on September 2nd, 2025. Domain Money is a flat fee financial planning firm, which is an investment-related business. They are located at 594 Broadway, New York, NY 10012. My title is Director of Client Success, and I anticipate working 60 hours per month during securities trading hours. My duties at Domain Money are business development and sales. This is a non-registered role and I do not anticipate any conflicts of interest regarding clients or privacy policy for either Core Planning or Domain Money.
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Rae Wagner's 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®
Start date: 2016
Experience
Current
September 4, 2025 - Present
CORE PLANNING
RIA
CRD#: 154660
Cary, NC
Past
November 6, 2024 - April 7, 2025
ELLEVEST
RIA
CRD#: 175476
Hartford, CA
Past
May 15, 2019 - August 15, 2024
FACET
RIA
CRD#: 285961
Hanford, CA
Past
May 9, 2017 - September 12, 2017
CASSADAY & CO INC
RIA
CRD#: 106566
MCLEAN, VA
Past
November 10, 2016 - April 26, 2017
OSAIC WEALTH, INC.
RIA
CRD#: 23131
MCLEAN, VA
Past
March 23, 2015 - September 5, 2017
OSAIC WEALTH, INC.
BD
CRD#: 23131
MCLEAN, VA
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".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)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
Missouri(9/4/2025)
IAR
North Carolina(9/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
