Jeffrey Miles (CRD# 2091651) is an Investment Advisor Representative working at Lpl Financial LLC in Menasha, WI and has over 13 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Gateway Financial Partners, LLC | Menasha, WI | Oct 2022 - Current | 1 |
Lpl Financial LLC | Menasha, WI | Feb 2018 - Current | 6 |
Mcclone Agency | Menasha, WI | Dec 2014 - Current | 9 |
Advisors' Pride Inc. | Menasha, WI | Jan 2020 - Oct 2022 | 2 |
Sii Investments, Inc. | Menasha, WI | Aug 2016 - Jan 2018 | 1 |
The Leaders Group Inc. | Littleton, CO | Jan 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2010 |
S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- WI
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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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