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Angela K. Moore

PLANROCK WEALTH STRATEGIES
BRENTWOOD, TN 37027
Some features on this profile are disabled
CRD#: 7252985
AM

Professional summary

Angela Kay Moore, who also goes by Angela Kay Miller, is a registered financial advisor currently at PLANROCK WEALTH STRATEGIES, LLC located in Brentwood, Tennessee.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Angela has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angela Kay Miller

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 Angela Kay Moore'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

April 20, 2026 - Present

PLANROCK WEALTH STRATEGIES, LLC

Office #1: 109 Westpark Dr Suite 105, Brentwood, TN 37027
RIA
CRD#: 304803
BRENTWOOD, TN
Past

March 19, 2021 - December 31, 2025

PLANROCK WEALTH STRATEGIES, LLC

RIA
CRD#: 304803
Beechgrove, TN

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".
PW
PLANROCK WEALTH STRATEGIES, LLC
DIVIDEND LEGACY GROUP | TAILWIND INVESTMENTS LLC | PLANROCK WEALTH STRATEGIES, LLC | PLANROCK WEALTH MANAGEMENT, LLC | PLANROCK INVESTMENTS LLC | PLANROCK INVESTMENT MANAGEMENT, LLC | PLANROCK FUNDS | E3 LEGACY GROUP LLC | E3 INVESTMENTS, LLC | DIVIDEND LEGACY GROUP, LLC

CRD#: 304803 / SEC#: 801-118167

RIA
Registered Investment Advisory firm - (5/13/2020 Approved)

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
Tennessee
(4/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/1/2020
Uniform Investment Adviser Law Examination

Current Firm

PW
PLANROCK WEALTH STRATEGIES, LLC
DIVIDEND LEGACY GROUP | TAILWIND INVESTMENTS LLC | PLANROCK WEALTH STRATEGIES, LLC | PLANROCK WEALTH MANAGEMENT, LLC | PLANROCK INVESTMENTS LLC | PLANROCK INVESTMENT MANAGEMENT, LLC | PLANROCK FUNDS | E3 LEGACY GROUP LLC | E3 INVESTMENTS, LLC | DIVIDEND LEGACY GROUP, LLC

CRD#: 304803 / SEC#: 801-118167

RIA
Registered Investment Advisory firm - (5/13/2020 Approved)
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Contact information

Main Address
6700 Tower Circle Suite 330, Franklin, TN 37067
Mailing Address
Phone number
(800) 677-6025
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PLANROCK ADV2B - THE MOORE TEAM (3/31/2025)
PLANROCK WEALTH STRATEGIES (3/31/2025)
PLANROCK ADV2B - OFFICERS (3/31/2025)

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 64,408,983

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.

Company Information

PLANROCK WEALTH STRATEGIES, LLC

CRD#: 304803Brentwood, TN 37027

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