Anna Mari Miller
President, Chief Compliance OfficerCertified Planners, Inc.CRD 2540947
About Anna Mari Miller
Anna Mari Miller is listed as President, Chief Compliance Officer at Certified Planners, Inc. in San Ramon, CA. Form ADV reports a beneficial ownership band of Under 5%. Anna Mari Miller is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Certified Planners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Anna Mari Miller work?
Anna Mari Miller is listed as President, Chief Compliance Officer at Certified Planners, Inc. on SEC Form ADV.
How much of Certified Planners, Inc. does Anna Mari Miller own?
Form ADV reports a beneficial ownership band of Under 5%.
Certified Planners, Inc.
| Title | President, Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1995 |
Certified Planners, Inc.
| Title | Trustee |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2009 |