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.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
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 |
- WI
-
Total Assets Under Management338MILLIONS
-
Total Number of Accounts780ACCOUNTS
-
Average Account Value$433,610
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, IL, MN, NH, WI
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