Matthew MilerCRD 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 10 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.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Mccarthy Grittinger Financial Group,llc||Milwaukee, WI||Sep 2014 - Current||3|
|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|
Total Assets Under Management217MILLIONS
Total Number of Accounts700ACCOUNTS
Average Account Value$310,459
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, MN, NH, WI