Robert Miller, financial advisor Green Bay WI
89 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 2 years of experience in the finance industry.

Similar Advisors
Robert Riedl, CPA®, CFP®, AWMA® , financial advisor Green Bay WI
Robert L. Riedl, CPA®, CFP®, AWMA®
CRD# 1109543
Endowment Wealth Management, Inc.
Score
107
Similar Advisors
C. Peter Kerntke, financial advisor Green Bay WI
C. Peter Kerntke
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
Similar Advisors
Prateek Mehrotra, financial advisor Green Bay WI
Prateek Mehrotra
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Jul 2015 - Current 1
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
Eds Winchester, KY May 2005 - Dec 2007 2
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):
  • WI
By the Numbers
  • Total Assets Under Management
    309
    MILLIONS
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $148,356
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

FL, IL, LA, MI, MN, TX, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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.