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Inactive

Christopher M Miller

Core Planning

Ofallon, MO

Sanibel, FL

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-08-20
  • MO RA
    APPROVED
    Since 2024-08-20

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Sanibel, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schwab Private Client Investment Advisory Lone Tree CO 02/2017 10/2019
Charles Schwab Lone Tree CO 02/2017 10/2019
Keller Williams Denver CO 03/2014 03/2017
Facet Wealth Baltimore MD 10/2019 12/2023
Core Planning St. Louis MO 07/2024 Present
Extended Travel Sanibel FL 01/2024 06/2024
  • 02/2017 → 10/2019
    Schwab Private Client Investment Advisory
    Lone Tree, CO
  • 02/2017 → 10/2019
    Charles Schwab
    Lone Tree, CO
  • 03/2014 → 03/2017
    Keller Williams
    Denver, CO
  • 10/2019 → 12/2023
    Facet Wealth
    Baltimore, MD
  • 07/2024 → Present
    Core Planning
    St. Louis, MO
  • 01/2024 → 06/2024
    Extended Travel
    Sanibel, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-18
  • S66 Uniform Combined State Law Examination
    2017-09-18
Designations
Other Names
  • Christopher Michael Miller
  • Christopher Michael Miller

View on SEC IAPD

Other Firms

EDWARD JONES
CENTORBI FINANCIAL GROUP, INC.
FORTIS CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAINSTREET RIA LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito
Benjamin Phillip Wishman
James Corey Rudd
Daniel Dean Joseph Farner
John Thomas Farner
Bryce Starzyk

Other Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
EDWARD JONES · O'FALLON, MO
FORTIS CAPITAL ADVISORS, LLC · O'Fallon, MO
LPL FINANCIAL LLC · O'FALLON, MO
CETERA INVESTMENT ADVISERS LLC · O'FALLON, MO

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