Regulatory Disclosure

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Jurisdiction Disclosure

Certified Planners, Inc. is a federal registered investment advisor with the SEC. We may only transact business or render personalized investment advice in those states and international jurisdictions where we registered/file notice or otherwise excluded or exempted from registration requirements.

The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Certified Planners, Inc. and its Investment Advisory Associates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Nothing on this website should be construed as personalized investment advice, including the Quarterly Commentary and other articles. 

For personal investment advice, please consult with an Investment Advisory Associate at Certified Planners, Inc.

Third Party Sources

Certain articles on our website are prepared by a third party, which we believe to be a reliable source, but we do not guarantee the accuracy of the information or how it will apply to your personal situation. They are made available for informational purposes only.

Brochure Offer - Form ADV Part 2

The SEC requires us to update our company disclosures periodically and make it available at no cost. If you'd like to view our updated Investment Advisor Brochure (Form ADV Part 2A & 2B), please click here. Any questions, Contact Us.