Matthew Miler, financial advisor Milwaukee WI

Matthew Miler

CRD Number: 5294615
Current Firm: Mccarthy Grittinger Financial Group, LLC

Matthew Miler (CRD# 5294615) is an Investment Advisor Representative working at Mccarthy Grittinger Financial Group, LLC in Milwaukee, WI and has over 17 years of experience in the finance industry. Matthew Miler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mccarthy Grittinger Financial Group,llc Milwaukee, WI Sep 2014 - Current 9
Mccarthy Grittinger Financial Group, LLC Milwaukee, WI Aug 2012 - Sep 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2007
By the Numbers
  • Total Assets Under Management
    338
    MILLIONS
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $433,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, IL, MN, NH, WI

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