Jennifer Miller, financial advisor Rochester MN
93 score

Jennifer Miller

CRD Number: 5441723
Current Firm: Rsm Us Wealth Management LLC

Jennifer Miller (CRD# 5441723) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Rochester, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mcgladrey Wealth Management LLC Rochester, MN Apr 2011 - Current 5
Birchtree Financial Services LLC Rochester, MN Apr 2011 - Jul 2012 1
Unemployed Rochester, MN Feb 2011 - Apr 2011 < 1
Thrivent Investment Management Inc. Rochester, MN Oct 2007 - Feb 2011 3
Thrivent Financial For Lutherans Appleton, WI Oct 2007 - Feb 2011 3
Unemployed Rochester, MN Jun 2007 - Oct 2007 < 1
Benchmark Electronics (pemstar Inc) Rochester, MN Jan 2007 - Jun 2007 < 1
Pemstar Rochester, MN Aug 1999 - Jan 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Jennifer L. Miller
Phone Number: 612-376-9363
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    5,019
    MILLIONS
  • Total Number of Accounts
    11,049
    ACCOUNTS
  • Average Account Value
    $454,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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