Christian Michael david Miller
Investment adviser representative at Capital Planning, LLC
6 yearsExperience
2 statesRegistered in
$617.7MFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- Capital Planning, LLCJun 2017 to now
- Clear Conscience SealantsMay 2019 to Sep 2019
- Utah State UniversityAug 2017 to May 2019
- Bellevue Christian SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Capital Planning, LLC
$617.7MAssets managed
296Clients
5Advisers
12 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
- 7732566
- Firm CRD
- 169470