Robert Miller, financial advisor Green Bay WI
90 score

Robert Miller

CRD Number: 6269633
Current Firm: Associated Investment Services, Inc.

Robert Miller (CRD# 6269633) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Green Bay, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Jul 2015 - Current 2
Edward Jones St Louis, MO Dec 2013 - Jul 2015 1
Associated Appraisal Consultants, Inc. Appleton, WI May 2013 - Dec 2013 < 1
Cadre Staffing Green Bay, WI Feb 2013 - May 2013 < 1
Addeco Staffing Green Bay, WI Dec 2012 - Feb 2013 < 1
Unemployed Winchester, KY May 2012 - Dec 2012 < 1
Eastern Kentucky University Richmond, KY Jan 2012 - May 2012 < 1
Eastern Kentucky University Richmond, KY May 2010 - Dec 2011 1
Miller Construction Winchester, KY Jan 2001 - Nov 2010 9
Eastern Kentucky University Richmond, KY Aug 2009 - May 2010 < 1
Full-time Education Richmond, KY Jan 2009 - Aug 2009 < 1
Affiliated Computer Services Lexington, KY Jan 2008 - Dec 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Robert W. Miller
Phone Number: 800-595-7722
Registered State(s):
  • IL
  • WI
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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