PROVIDENT FINANCIAL PLANNING, LLC
CRD #291830 SEC #801-123142 PLANO, TX 888-752-6234
SEC Registered
Total AUM
$155M
Discretionary
$155M
Employees
2
Clients
0
Accounts
319
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Montgomery, Zachary, Joseph | I | CFO | NA | |
| Montgomery, Zachary, Joseph | I | CFO AND CCO | NA | |
| Montgomery, Zachary, Joseph | I | CFO AND CCO | NA | |
| MICHEL, PAUL, SHANNON | I | CCO AND MANAGING MEMBER | E | Control |
| MICHEL, PAUL, SHANNON | I | CCO AND MANAGING MEMBER | E | Control |
| MICHEL, PAUL, SHANNON | I | CCO AND MANAGING MEMBER | E | Control |
| MICHEL, PAUL, SHANNON | I | CEO AND MANAGING MEMBER | E | Control |
| MICHEL, PAUL, SHANNON | I | CEO AND MANAGING MEMBER | E | Control |
| MICHEL, PAUL, SHANNON | I | CEO, CCO & MANAGING MEMBER | E | Control |
| MICHEL, PAUL, SHANNON | I | CEO, CCO & MANAGING MEMBER | E | Control |
| MICHEL, PAUL, SHANNON | I | CEO, CCO & MANAGING MEMBER | E | Control |
| Manson, Creig | I | PARTNER | A | |
| Manson, Creig | I | PARTNER | A | |
| Manson, Creig | I | PARTNER | A | |
| Manson, Creig | I | PARTNER | A | |
| Manson, Creig | I | PARTNER | A | |
| Reinig, Neal | I | MEMBER | A | |
| Reinig, Neal | I | MEMBER | A | |
| Reinig, Neal | I | MEMBER | A | |
| Reinig, Neal | I | MEMBER | A | |
| Reinig, Neal | I | MEMBER | A | |
| Reinig, Neal | I | MEMBER | A |
Registrations
Federal
IA
Mar 4, 2025 REGISTERED
Notice Filings (3)
AZ GA TX
Address
6275 W PLANO PKWYSTE 500
PLANO, TX 75093
United States
Phone: 888-752-6234