PS
Paul Shannon Michel
CRD 5573836
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Provident Financial Planning, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Provident Financial Planning, Llc
Ceo, Cco & Managing Member · 75% or more · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗