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Christian Michael David Miller

Capital Planning, LLC

Bellevue, WA

Kirkland, WA

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Current Employers
Capital Planning, Llc

10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-20
WA RA APPROVED 2023-12-20
  • TX RA
    APPROVED
    Since 2023-12-20
  • WA RA
    APPROVED
    Since 2023-12-20

Branch Locations

10900 Ne 4Th Street Suite 2300, Bellevue, WA 98004 • United States

Kirkland, WA • 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
Capital Planning, Llc Bellevue WA 06/2017 Present
Utah State University Logan UT 08/2017 05/2019
Clear Conscience Sealants Monroe WA 05/2019 09/2019
Bellevue Christian School Clyde Hill WA 08/2013 06/2017
  • 06/2017 → Present
    Capital Planning, Llc
    Bellevue, WA
  • 08/2017 → 05/2019
    Utah State University
    Logan, UT
  • 05/2019 → 09/2019
    Clear Conscience Sealants
    Monroe, WA
  • 08/2013 → 06/2017
    Bellevue Christian School
    Clyde Hill, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20
Other Names
  • Christian Michael David Miller
  • Christian Michael David Miller

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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