Certified Planners Inc
Legal Name: CERTIFIED PLANNERS, INC.
Full Contact Details
Certified Planners Inc
2333 SAN RAMON VALLEY BLVD. STE 185, SAN RAMON, CA
925-553-7200
925-553-7775
Other Info
Certified Planners Inc, legally known as CERTIFIED PLANNERS, INC., is a California corporation with four employees, including two advisors. The number of clients they serve is unknown, but their last reported status with the U.S. Securities and Exchange Commission is approved, with a registration date of May 18, 1989.
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925.553.7200 Menu HomeAbout Us Our CompanyOur ServicesOur ProcessOur TeamClient Center Account AccessContactDisclosures Form CRSFiduciary DutiesADV Part 2A and 2BPrivacy NoticeJurisdiction DisclosureThird Party Sources Come visit us at Center Plaza! Our office overlooks an open atrium that showca…
Direct Owners
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2010 KANGAS FAMILY REVOCABLE TRUST
SHAREHOLDER owns more than 5% but less than 10%
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ANGELICA KARMENE KANGAS
VP/SECRETARY owns less than 5%
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ANNA MARI MILLER
PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%
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ANNA MARI MILLER REVOCABLE TRUST
SHAREHOLDER owns 75% or more