Daniel Miller, financial advisor Red Oak IA

Daniel Miller

CRD Number: 4797752
Current Firm: Usa Financial Securities Corporation

Daniel Miller (CRD# 4797752) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Red Oak, IA and has over 19 years of experience in the finance industry. Daniel 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.

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Professional Designations
Company Name Location Dates Years
Milestone Financial Group Red Oak, IA Jan 2023 - Current 1
Usa Financial Securities Ada, MI May 2016 - Current 7
Pnmi Properties, LLC Red Oak, IA Nov 2012 - Current 11
Miller Financial Group Inc. Red Oak, IA Jun 2015 - Jan 2023 7
Voya Financial Advisors Red Oak, IA Sep 2014 - May 2016 1
Parker Norris Miller, Inc. Red Oak, IA Nov 2012 - May 2015 2
Parker Norris Financial Red Oak, IA May 2004 - May 2015 11
Ing Financial Partners Red Oak, IA May 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Daniel S. Miller
Phone Number: 888-407-8198
Registered State(s):
  • AL
  • AZ
  • AR
  • CA
  • CO
  • FL
  • GA
  • IL
  • IN
  • IA
  • KS
  • LA
  • MN
  • MO
  • NE
  • NC
  • OR
  • SC
  • SD
  • TX
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    1,433
    ACCOUNTS
  • Average Account Value
    $155,999
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
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

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