Frank Miller (CRD# 7781793) is an Investment Advisor Representative working at The Mosaic Financial Group, LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mosaic Financial Group LLC | Chicago, IL | Dec 2020 - Current | 3 |
| Anita Dee Yacht Charters | Chicago, IL | May 2017 - Oct 2020 | 3 |
| Rink Management Services Corp. | Chicago, IL | Sep 2019 - Apr 2020 | < 1 |
| Illinois Institute Of Technology | Chicago, IL | Mar 2016 - May 2019 | 3 |
| Menards | Hodgkins, IL | Apr 2015 - Feb 2016 | < 1 |
| Rink Management Services Corp. | Chicago, IL | Nov 2013 - Feb 2016 | 2 |
| St. Laurence High School | Burbank, IL | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IL
-
Total Assets Under Management945MILLIONS
-
Total Number of Accounts589ACCOUNTS
-
Average Account Value$1,604,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
FL, IL
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 derived from SEC.gov data covering 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.
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.