Matthew Miler, financial advisor Milwaukee WI
96 score

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 9 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 2
Mccarthy Grittinger Financial Group, LLC Milwaukee, WI Aug 2012 - Sep 2014 2
Deloitte & Touche Minneapolis, MN Sep 2010 - Jul 2012 1
Deloitte & Touche Investment Advisors LLC Minneapolis, MN Sep 2002 - Sep 2010 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for Matthew T. Miler
Phone Number: 414-475-1369
Firm Website: http://www.mgfin.com/
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    217
    MILLIONS
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $310,459
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

IL, MN, NH, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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