Unclaimed Profile

Michael Darrell Miller

CAPITAL PLANNING, LLC·BELLEVUE, Washington

Series 7, Series 24, Series 63, Series 65Clean record41 years registeredCAPITAL PLANNING, LLC

10900 NE 4TH STREET, BELLEVUE, WA 98004CRD# 735841Firm CRD# 169470

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Darrell Miller · BELLEVUE, WA

Registration

CRD #735841 · CAPITAL PLANNING, LLC · 41 years registered

Brand Profile

Not yet started

Career History

CAPITAL PLANNING, LLC

Jan 2014 – present

FINANCIAL NETWORK INVESTMENT CORPORATION

Apr 1997 – Jul 2009

BELLEVUE, WA

CAPITAL PLANNING CORP

May 1985 – Jan 2014

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 23, 1985

Years registered · 41

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PLANNING, LLC

CRD 169470 · SEC 801-79115

AUM

$549M

Regulatory assets under management

Employees

1,370 client accounts

Services offered by CAPITAL PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Darrell Miller offer?

Michael Darrell Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.

What are Michael Darrell Miller's credentials?

Michael Darrell Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Darrell Miller located?

Michael Darrell Miller is based in BELLEVUE, Washington, working with CAPITAL PLANNING, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Michael Darrell Miller charge for services?

Michael Darrell Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PLANNING, LLC?

CAPITAL PLANNING, LLC has approximately 14 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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