Daniel Miller, financial advisor Maumee OH
96 score

Daniel Miller

CRD Number: 6384066
Current Firm: Transamerica Financial Advisors, Inc.
Compensation Model: Fee Only

Daniel Miller (CRD# 6384066) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has 1 year of experience in the finance industry.

 

I believe that money is important. It's not the most important thing, but it ranks pretty high up there. Things like family, our health, and faith typically would take the top 3 spots, with money to follow shortly after. Although it's not a top priority, I do believe it affects every part of our lives. It touches our marriages and relationships with our children, stress levels at work, where we live, what we buy, etc. So why is it that so many people are guarded when it comes to money? Many people need some help or advice, but they are reluctant to ask. That's where I come in.

 

Whether you have $50,000 or $5,000,000, I can help you feel more confident in where your financial life is headed. I routinely sit down with people everywhere in between that range and help them gain control of their finances. It doesn't matter how much you have, it matters what you do with what you have, and my role is to guide people on what they need to do. Let's connect and start a conversation today! The saying "time is money" is very, very true.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Maumee, OH Aug 2014 - Current 2
World Financial Group, Inc. Maumee, OH Apr 2014 - Current 2

Daniel Miller has no recent exams reported.
Contact Info for Daniel P. Miller
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
96
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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