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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.