Janelle Skelton has been an investment adviser representative at Total Wealth Planning and Management since October 2021, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Planning and Management, Inc. is a firm with $239M under management, 414 clients and 7 advisers across 7 offices, as of its April 2026 filing.
Janelle Skelton’s longest registration was 15 years at Hilltop Securities Inc. (2004–2019). Before joining Total Wealth Planning and Management in 2021, Janelle Skelton was registered through Vista Investment Partners LLC and Hilltop Securities Inc.
- – present · 5 yearsOklahoma City, OK · Adviser representative · Firm CRD 166664
- Vista Investment Partners LLC– · under a yearOklahoma City, OK · Adviser representative · Firm CRD 286014
- Hilltop Securities Inc.– · 1 yearOklahoma City, OK · Adviser representative · Firm CRD 6220
- Hilltop Securities Inc.– · 15 yearsOklahoma City, OK · Adviser representative · Firm CRD 6220
- Morgan Stanley– · 3 yearsEdmond, OK · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Janelle Skelton is registered as an investment adviser representative in 2 states. Each was approved in October 2021.
- OklahomaSince 11 October 2021
- TexasSince 11 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 11 March 2024 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 11 March 2024 |
| Series 7TO | General Securities Representative Examination | 11 March 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 20 June 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2000 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 28 October 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 January 1990 |
| Series 7 | General Securities Representative Examination | 16 December 1989 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Janelle Marie Skelton
- CRD
- 1965022
- Firm
- Total Wealth Planning and Management · CRD 166664
- Office
- 3030 NW Expressway, Suite 200, Oklahoma City, OK 73112
- Registration
- Investment adviser registration
- In the industry since
- December 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Janelle Skelton work?
Janelle Skelton is an investment adviser representative registered through Total Wealth Planning and Management, Inc. since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Janelle Skelton a financial advisor?
Yes. Janelle Skelton has a current investment-adviser registration in Oklahoma and Texas, through Total Wealth Planning and Management since October 2021.
How many years of experience does Janelle Skelton have?
Janelle Skelton has 36 years in the financial industry, since December 1989, across 4 adviser firms.
What exams has Janelle Skelton passed?
Janelle Skelton has passed 8 licensing exams: the Series 7, Series 63, Series 8, Series 65, Series 31, Series 10, Series 9 and Series 7TO. The earliest, the Series 7, was passed in December 1989. FINRA credited Janelle Skelton with the SIE, which began in October 2018.
Where did Janelle Skelton work before Total Wealth Planning and Management?
Before Total Wealth Planning and Management, Janelle Skelton was registered through Vista Investment Partners LLC, July 2021 to October 2021; Hilltop Securities Inc., February 2020 to July 2021; Hilltop Securities Inc., July 2004 to December 2019; Morgan Stanley, August 2000 to August 2004.
Where is Janelle Skelton based?
Janelle Skelton’s registered office is in Oklahoma City, OK.
Is Janelle Skelton registered with FINRA?
No. Janelle Skelton has no current broker registration.
How can I verify Janelle Skelton’s record?
Search CRD 1965022 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Janelle Skelton’s full registration record.