Michelle Kuehner has been Chief Compliance Officer and President of Personal Money Planning since March 2009, is a control person of the firm and directly owns between 25% and 50% of it. Michelle Kuehner holds a Bachelor's degree in Occupational Education with a Business specialization from Wayland Baptist University.
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.
Michelle Kuehner is President of Personal Money Planning. She joined the firm in 2005, after beginning her career in 1993 primarily in banking and consumer lending. Her responsibilities at the firm have ranged from Office Manager to Human Resources Manager, Chief Compliance Officer and Managing Director of Operations, and she added President in 2018.
- Personal Money Planning, LLCCurrent– present · 11 yearsWichita Falls, TX · Adviser representative · Firm CRD 112178
Professional designations
Listed by Personal Money Planning
- Chartered Financial Consultant (ChFC®)
- Master Certified Estate Planner (MCEP®)
- Certified Educator in Personal Finance (CEPF®)
- Accredited Domestic Partnership Advisor (ADPA®)
- Certified Estate Planner (CEP®)
- Financial Paraplanner Qualified Professional (FPQP™)
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Credit Counselor (CCC)
- Certified Financial Health Counselor (CFHC)
Investment adviser representative registrations
Michelle Kuehner is registered as an investment adviser representative in 2 states. The first approvals date from January 2015; the most recent is Oklahoma, in April 2018.
- OklahomaSince 9 April 2018
- TexasSince 15 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 January 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle J Kuehner
- CRD
- 5649910
- Firm
- Personal Money Planning · CRD 112178
- Role
- Chief Compliance Officer; President
- Office
- 4245 KEMP BLVD SUITE 1007, Wichita Falls, TX 76308-2822
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- personalmoneyplanning.com
Where does Michelle Kuehner work?
Michelle Kuehner has been Chief Compliance Officer; President of Personal Money Planning, LLC since March 2009, and is a control person of the firm.
Is Michelle Kuehner a financial advisor?
Yes. Michelle Kuehner has a current investment-adviser registration in Oklahoma and Texas, through Personal Money Planning since January 2015.
How many years of experience does Michelle Kuehner have?
Michelle Kuehner has 11 years in the financial industry, since January 2015, across 1 adviser firm.
What exams has Michelle Kuehner passed?
Michelle Kuehner passed the Series 65 in January 2015.
Where is Michelle Kuehner based?
Michelle Kuehner’s registered office is in Wichita Falls, TX.
Is Michelle Kuehner registered with FINRA?
No. Michelle Kuehner has no current broker registration.
How can I verify Michelle Kuehner’s record?
Search CRD 5649910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Kuehner’s full registration record.
