Michelle M. Holmes

BRIAUD FINANCIAL ADVISORS

MANDAN, ND

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CRD#: 7654304

Professional summary

Michelle Marie Holmes, who also goes by Michelle Holmes, is a registered financial advisor currently at BRIAUD FINANCIAL ADVISORS located in Mandan, North Dakota.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michelle has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michelle Holmes

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 Marie Holmes'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

November 18, 2022 - Present

BRIAUD FINANCIAL ADVISORS

RIA

CRD#: 105638

MANDAN, ND

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".

BRIAUD FINANCIAL ADVISORS

BRIAUD FINANCIAL ADVISORS | BRIAUD FINANCIAL PLANNING INC

CRD#: 105638 / SEC#: 801-31379

RIA

Registered Investment Advisory firm - (1/28/1988 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

North Dakota
(9/19/2025)

IAR

Texas
(11/18/2022)

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

Current Firm

BRIAUD FINANCIAL ADVISORS

BRIAUD FINANCIAL ADVISORS | BRIAUD FINANCIAL PLANNING INC

CRD#: 105638 / SEC#: 801-31379

RIA

Registered Investment Advisory firm - (1/28/1988 Approved)

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Contact information

Main Address

1611 Crescent Pointe Parkway, College Station, TX 77845

Mailing Address

Phone number

(979) 260-9771

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	2,083
AUM (Assets Under Management)	$ 775,328,663

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/25/2024	Cover Page	Report
01/29/2024	Cover Page	Report

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 M. Holmes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Marie Holmes's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIAUD FINANCIAL ADVISORS

Primary Firm SEC Registration

BRIAUD FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

BRIAUD FINANCIAL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIAUD FINANCIAL ADVISORS

TRUST BUT VERIFY

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