Christopher M Miller
Investment adviser representative at Core Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$525MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Core PlanningJul 2024 to now
- Extended TravelJan 2024 to Jun 2024
- Facet WealthOct 2019 to Dec 2023
- Charles SchwabFeb 2017 to Oct 2019
- Schwab Private Client Investment AdvisoryFeb 2017 to Oct 2019
- Keller WilliamsMar 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 5899552
- Firm CRD
- 154660