Eaton Miller (CRD# 4753757) is an Investment Advisor Representative working at Planwell Financial Guidance, LLC in Blooming Prairie, MN and has over 19 years of experience in the finance industry. Eaton Miller 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# 1306576
Intellicents Investment Solutions Inc.
CRD# 5853221
Intellicents Investment Solutions Inc.
CRD# 6960813
Horter Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planwell Financial Guidance, LLC | Blooming Prairie, MN | Mar 2018 - Current | 6 |
| Superior Financial LLC | Rochester, MN | Apr 2011 - Sep 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- MN
-
Total Assets Under Management36MILLIONS
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Total Number of Accounts321ACCOUNTS
-
Average Account Value$113,458
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MN
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