Craig Miller, financial advisor Morton IL
83 score

Craig Miller

CRD Number: 1357988
Current Firm: Geneos Wealth Management, Inc.

Craig Miller (CRD# 1357988) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Morton, IL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. Denver, CO Apr 2003 - Current 13
Craig Miller Financial Services Inc. Morton, IL Jul 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Craig A. Miller
Phone Number: 303-785-8470
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
83

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