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.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Westerville, OH | Oct 2023 - Current | < 1 |
| Aflac | Worthington, OH | Dec 2021 - Oct 2023 | 1 |
| Wealthwave | Maumee, OH | Jan 2020 - Oct 2023 | 3 |
| Bella Vita Network | Toledo, OH | Jan 2019 - Oct 2023 | 4 |
| D. P. Miller And Co LLC | Westerville, OH | Nov 2017 - Oct 2023 | 5 |
| Transamerica Financial Advisors, Inc. | Maumee, OH | Aug 2014 - Oct 2023 | 9 |
| World Financial Group, Inc. | Maumee, OH | Apr 2014 - Oct 2023 | 9 |
| Netlaw Inc. | Louisville, KY | Apr 2019 - Sep 2023 | 4 |
| 1st Phorm, International | Green Park, MO | Oct 2018 - Sep 2023 | 4 |
| The University Of Toledo College Of Business Alumni Affiliate | Toledo, OH | May 2015 - Jan 2021 | 5 |
| Student | Toledo, OH | Jan 2003 - Jun 2015 | 12 |
| Home City Ice | Ottawa Lake, MI | Apr 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
- OH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
- Other
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, WY
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