Gary Silverman has been Owner of Personal Money Planning since June 1995, is a control person of the firm and directly owns between 25% and 50% of it. Gary Silverman holds an MBA from the University of Dallas and a BS in Psychology from Miami Christian College.
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.
Gary Silverman is Founder of Personal Money Planning, which he formed in 1993. He currently provides strategic oversight of the investment side of the firm and serves as a voice of the firm in its outreach. Earlier in his career he taught business and management courses at Midwestern State University, Wayland Baptist University and Vernon College.
- Personal Money Planning, LLCCurrent– present · 14 yearsWichita Falls, TX · Adviser representative · Firm CRD 112178
Professional designations
Listed by Personal Money Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Gary Silverman is registered as an investment adviser representative in 2 states. The first approvals date from May 2012; the most recent is Oklahoma, in April 2018.
- OklahomaSince 9 April 2018
- TexasSince 16 May 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 26 February 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 July 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 July 1990 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gary William Silverman
- CRD
- 2076354
- Firm
- Personal Money Planning · CRD 112178
- Role
- Owner
- Office
- 4245 KEMP BLVD SUITE 1007, Wichita Falls, TX 76308-2822
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- personalmoneyplanning.com
Where does Gary Silverman work?
Gary Silverman has been Owner of Personal Money Planning, LLC since June 1995, and is a control person of the firm.
Is Gary Silverman a financial advisor?
Yes. Gary Silverman has a current investment-adviser registration in Oklahoma and Texas, through Personal Money Planning since May 2012.
How many years of experience does Gary Silverman have?
Gary Silverman has 14 years in the financial industry, since May 2012, across 1 adviser firm.
What exams has Gary Silverman passed?
Gary Silverman has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in July 1990.
Where is Gary Silverman based?
Gary Silverman’s registered office is in Wichita Falls, TX.
Is Gary Silverman registered with FINRA?
No. Gary Silverman has no current broker registration.
Is Gary Silverman a CFP?
Personal Money Planning lists Gary Silverman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Gary Silverman’s record?
Search CRD 2076354 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Silverman’s full registration record.
