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Vp/secretary · Certified Planners, Inc.

Angelica K. Kangas

CRD 2876429 · Named on Form ADV at one SEC-registered adviser

At a glance

Certified Planners, Inc., an SEC-registered wealth manager based in SAN Ramon, CA with $197 million in regulatory assets, lists Angelica K. Kangas on its Form ADV as Vp/secretary, a control person.

Firms and roles

AtlasMembers

Angelica’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Anna M. MillerPresident, Chief Compliance Officer, Certified Planners, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Angelica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.