ML
Michelle Louise Maton
CRD 4346722
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| The Planning Center, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Planning Center, Inc.
Treasurer, Shareholder · 10% – 25% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗