CRD: 105364
Certified Planners, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-1989
- Office Locations
- 1
Office Locations
About Certified Planners, Inc.
Certified Planners, Inc. is an independent, fee-based RIA providing holistic wealth management and retirement planning aligned to clients’ lifestyle goals, with ongoing portfolio monitoring and guidance through market and economic cycles aimed at minimizing volatility. The firm acts as a fiduciary and shares market views via quarterly commentary. Portfolios commonly use ETFs and mutual funds, with custody through Schwab and Fidelity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANGELICA KARMENE KANGAS
Investment Advisor, Secretary, Vice President
- CRD
- #2876429
- Ownership
- Less than 5%
ANNA MARI MILLER
Chief Compliance Officer, President
- CRD
- #2540947
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,622,285 | $366,833 |
| Non-Discretionary | $0 | -- |
| Total | $196,622,285 | $366,833 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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