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Christopher Allen Miller

Investment adviser representative at Cetera Planning Partners
36 yearsExperience
2 statesRegistered in
$4.2BFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

36 years in the industry.

  1. Cetera Planning PartnersSep 2026 to now
  2. Cetera Investment Advisers LLCSep 2025 to now
  3. Cetera Wealth Services, LLCSep 2025 to now
  4. Darnall, Sikes & Frederick CpasJan 2018 to now
  5. Avantax Planning Partners, Inc.Jun 2026 to Sep 2026
  6. Avantax Advisory ServicesOct 2019 to Sep 2025
  7. Avantax Investment Services, Inc.Oct 2019 to Sep 2025
  8. Avantax Insurance ServicesJun 2007 to Sep 2025
  9. 1st Global Advisors, Inc.Aug 2006 to Oct 2019
  10. 1st Global Capital CorpMay 2006 to Oct 2019
  11. Darnall, Sikes, Gardes & FrederickAug 1990 to Jan 2018

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Cetera Planning Partners

Legal name: The Retirement Planning Group, LLC

$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5143555
Firm CRD
129625
Advisor's SEC record (opens in a new tab)
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