Michael Miller, financial advisor Mequon WI

Michael Miller

CRD Number: 705441
Current Firm: Advisory Services Network

Michael Miller (CRD# 705441) is an Investment Advisor Representative working at Advisory Services Network in Mequon, WI and has over 44 years of experience in the finance industry.

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Company Name Location Dates Years
Blackhawk - Capital Thiensville, WI Apr 2014 - Current 9
Cedar Creek Securities Inc. Milwaukee, WI Jun 2009 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1980
S65 NASAA Investment Advisors Law Examination Oct 2012
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael J. Miller
Phone Number: 770-352-0449
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,772
    MILLIONS
  • Total Number of Accounts
    22,847
    ACCOUNTS
  • Average Account Value
    $252,653
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
  • 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, 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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