Molly McMillen Miles, financial advisor Grand Haven MI

Molly McMillen Miles

CRD Number: 1192028
Current Firm: Stifel, Nicolaus & Company, Incorporated

Molly McMillen Miles (CRD# 1192028) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Grand Haven, MI and has over 22 years of experience in the finance industry.

Similar Advisors
Riley Aalderink, financial advisor Grand Haven MI
Riley S. Aalderink
CRD# 6504831
Advisory Alpha, LLC
Similar Advisors
Craig Ackermann, financial advisor Grand Haven MI
Craig A. Ackermann
CRD# 4187403
Stewardship Trust Advisors
Similar Advisors
Todd Ackermann, financial advisor Grand Haven MI
Todd W. Ackermann
CRD# 2030049
Stewardship Trust Advisors
Company Name Location Dates Years
Stifel Nicolaus & Company, Inc. Grand Haven, MI Apr 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Molly A. McMillen Miles
Phone Number: 314-342-2000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
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)
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.