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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.

TitlePresident, Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since1995
View Certified Planners, Inc. →

Certified Planners, Inc.

TitleTrustee
OwnershipOver 75%
Control personYes
Since2009
View Certified Planners, Inc. →