Michael Darrell Miller

Employer firm

Capital Planning, LLC CRD 169470

$618M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → Present
  Capital Planning Llc
  Bellevue, WA

Previous Registrations

• 1985-05-23 → 2014-01-27
  Capital Planning Corp
  Franklin, TN
  Bellevue, WA
  Bellevue, WA
  Bellevue, WA
• 1997-04-29 → 2009-07-31
  Cetera Wealth Services, Llc
  Bellevue, WA

Other Businesses

(1) INSURANCE SERVICES -- INVESTMENT RELATED=YES -- LIFE & ANNUITY INSURANCE -- AGENT SINCE 1983 -- 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS -- DUTIES: EXPLAINING INSURANCE STRATEGIES, TAKING APPLICATIONS AND DELIVERING POLICIES. (2) SINCE 10/2022, OWNER OF RENTAL HOUSE LOCATED IN PARADISE VALLEY, AZ. NOT INVESTMENT-RELATED. LESS THAN 1 HOUR PER MONTH IS DEVOTED TO THIS ENTITY; NONE OF THE TIME DURING SECURITY TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-30
• S63 Uniform Securities Agent State Law Examination
  1983-02-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant