Terry Millner, financial advisor Bismarck ND
63 score

Terry Millner

CRD Number: 1832271
Current Firm: Stifel, Nicolaus & Company, Incorporated

Terry Millner (CRD# 1832271) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bismarck, ND and has over 28 years of experience in the finance industry.

Similar Advisors
Benjamin Brandt, financial advisor Bismarck ND
Benjamin J. Brandt
CRD# 5177378
Capital City Wealth Management, Inc.
Score
103
Similar Advisors
Todd Baumgartner, financial advisor Bismarck ND
Todd M. Baumgartner
CRD# 732622
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Mark Brakel, financial advisor Bismarck ND
Mark V. Brakel
CRD# 2285998
Investment Centers Of America, Inc.
Score
96
Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Bismarck, ND Sep 2009 - Current 7
Ubs Financial Services Inc. Bismarck, ND Aug 2006 - Current 10
Piper Jaffray Inc. Bismarck, ND Mar 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S66 NASAA Uniform Combined State Law Examination Nov 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Terry L. Millner
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Terry Millner and other advisors.
BADGES
63

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.