Mildred louise Marquez Santos
Investment adviser representative at Common Cents Planning
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$542.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Common Cents PlanningJun 2026 to now
- Planning Directions, Inc. dba Common Cents PlanningMay 2026 to now
- UnemployedJan 2026 to Apr 2026
- Kathmere Capital Management, LLCJul 2025 to Dec 2025
- UnemployedOct 2020 to Jun 2025
- The Vanguard Group, Inc.Mar 2018 to Sep 2020
- PNC Investments LLCApr 2013 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Common Cents Planning
Legal name: Planning Directions, Inc.
$542.4MAssets managed
463Clients
6Advisers
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
- 5339351
- Firm CRD
- 120131