Tammis McMillanCRD Number: 6043284
Current Firm: Waddell & Reed
Tammis McMillan (CRD# 6043284) is an Investment Advisor Representative working at Waddell & Reed in Plymouth, MN and has over 5 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Stevens Square Foundation||Minneapolis, MN||May 2015 - Current||2|
|Waddell & Reed, Inc.||Plymouth, MN||Jan 2015 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Long Lake, MN||Jan 2015 - Current||2|
|Wayzata Community Church Arts & Design Committee||Wayzata, MN||May 2014 - Current||3|
|Nscda-mn||Saint Paul, MN||May 2013 - Current||4|
|Mid American Financial Group/new England Securities||Minnetonka, MN||Mar 2012 - Jan 2015||2|
|Unemployed||Orono, MN||Jul 2011 - Mar 2012||< 1|
|Wells Fargo Bank Na||Minneapolis, MN||Jun 2000 - Jul 2011||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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