Michelle Holmes has been an investment adviser representative at Briaud Financial Planning since November 2022, and is not listed among the firm’s executive officers or direct owners. Michelle Holmes holds a Bachelor of Science in Accounting, Business Administration and Economics from Morningside University.
Briaud Financial Planning Inc is a College Station, TX firm with $913M under management, 279 clients and 6 advisers in one office, as of its May 2026 filing.
Michelle Holmes is Sr. Financial Planner of Briaud Financial Advisors. In her role as a Senior Financial Planner, Michelle is the primary contact for day-to-day financial items related to her clients' lives and helps advisors build financial plans. Prior to joining Briaud Financial Advisors, Michelle worked for 24 years in the Wealth Management division of Security National Bank of Sioux City, Iowa, beginning as an investment assistant and becoming an assistant vice president of investments.
- Briaud Financial AdvisorsCurrent– present · 3 yearsMandan, ND · Adviser representative · Firm CRD 105638
Professional designations
Listed by Briaud Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michelle Holmes is registered as an investment adviser representative in 2 states. The first approvals date from November 2022; the most recent is North Dakota, in September 2025.
- North DakotaSince 19 September 2025
- TexasSince 18 November 2022
Examinations
No examinations are on Michelle Holmes’s record.
- Full name
- Michelle Marie Holmes
- CRD
- 7654304
- Firm
- Briaud Financial Planning · CRD 105638
- Office
- Mandan, ND
- Registration
- Investment adviser registration
- In the industry since
- November 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- briaud.com
Where does Michelle Holmes work?
Michelle Holmes is an investment adviser representative registered through Briaud Financial Planning Inc since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Holmes a financial advisor?
Yes. Michelle Holmes has a current investment-adviser registration in North Dakota and Texas, through Briaud Financial Planning since November 2022.
How many years of experience does Michelle Holmes have?
Michelle Holmes has 3 years in the financial industry, since November 2022, across 1 adviser firm.
Where is Michelle Holmes based?
Michelle Holmes’ registered office is in Mandan, ND.
Is Michelle Holmes registered with FINRA?
No. Michelle Holmes has no current broker registration.
Is Michelle Holmes a CFP?
Briaud Financial Planning lists Michelle Holmes with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michelle Holmes’ record?
Search CRD 7654304 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Holmes’ full registration record.