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Janelle Marie Skelton

Investment Adviser Representative at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Oklahoma City, OKCRD #1965022Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
37 yrs
States Registered
2 states
Exams Passed
9

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Janelle Marie Skelton has worked in the securities industry since 1989. They have passed the Series 65, 63, 31, 10, 9, 8, and 7 examinations. They are registered to provide investment advisory services in Oklahoma and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
OklahomaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/30/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 1/2/1990
Series 7
General Securities Representative Examination
Passed 3/11/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 6/20/2008
Series 7
General Securities Representative Examination
Passed 12/16/1989
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 3/11/2024
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/11/2024
Series 8
General Securities Sales Supervisor Examination (Options Module & General Module)
Passed 10/28/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.50%
$500,001 - $1,000,0001.40%
$1,000,001 - $4,999,9991.25%
$5,000,000 and above1.00%
Source

Total Wealth Planning AND Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.Current
10/11/2021Oklahoma City, OK
VISTA INVESTMENT PARTNERS LLC
7/21/202110/1/2021Oklahoma City, OK
HILLTOP SECURITIES INC.
2/26/20207/16/2021Oklahoma City, OK
HILLTOP SECURITIES INC.
7/29/200412/31/2019Oklahoma City, OK
MORGAN STANLEY
8/16/20008/6/2004Edmond, OK

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

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View TOTAL WEALTH PLANNING AND MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Janelle Marie Skelton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Janelle Marie Skelton - Financial Advisor in Oklahoma City, OK | AdvisorFinder