Brittany Schultz has been Vice President of Personal Money Planning since January 2024, is a control person of the firm and directly owns between 10% and 25% of it. Brittany Schultz holds a Bachelor of Science in Accounting from UMUC.
Personal Money Planning, LLC is a Wichita Falls, TX firm with $127M under management, 217 clients and 3 advisers in one office, as of its April 2026 filing.
Brittany Schultz is Vice President of Personal Money Planning. She joined the firm in 2019, having previously worked in a banking center in the UK for 5 years, where she was a supervisor for over two years. She holds the Series 65 license, which allows her to provide investment management advice as an Investment Advisor Representative.
- Personal Money Planning, LLCCurrent– present · 3 yearsWichita Falls, TX · Adviser representative · Firm CRD 112178
Investment adviser representative registrations
Brittany Schultz is registered as an investment adviser representative in 2 states. Each was approved in January 2023.
- OklahomaSince 3 January 2023
- TexasSince 3 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brittany Nacole Schultz
- CRD
- 7678123
- Firm
- Personal Money Planning · CRD 112178
- Role
- Vice President
- Office
- 4245 KEMP BLVD SUITE 1007, Wichita Falls, TX 76308-2822
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- personalmoneyplanning.com
Where does Brittany Schultz work?
Brittany Schultz has been Vice President of Personal Money Planning, LLC since January 2024, and is a control person of the firm.
Is Brittany Schultz a financial advisor?
Yes. Brittany Schultz has a current investment-adviser registration in Oklahoma and Texas, through Personal Money Planning since January 2023.
How many years of experience does Brittany Schultz have?
Brittany Schultz has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Brittany Schultz passed?
Brittany Schultz passed the Series 65 in November 2022.
Where is Brittany Schultz based?
Brittany Schultz’s registered office is in Wichita Falls, TX.
Is Brittany Schultz registered with FINRA?
No. Brittany Schultz has no current broker registration.
How can I verify Brittany Schultz’s record?
Search CRD 7678123 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brittany Schultz’s full registration record.
