Michael Millard (CRD# 711705) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Sioux Falls, SD and has over 14 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners, LLC | Charlotte, NC | Jun 2021 - Current | 2 |
| Ip Financial Advisory Services, LLC | Charlotte, NC | Jun 2021 - Current | 2 |
| Allstate Insurance Co | Sioux Falls, SD | Sep 2019 - May 2021 | 1 |
| Veritas Independent Partners | Conway, AR | Sep 2017 - Aug 2019 | 1 |
| Valley Advisors | Sioux Falls, SD | Sep 2016 - Sep 2017 | 1 |
| Bank Of The West | Huron, SD | Dec 2010 - Sep 2016 | 5 |
| Bancwest Investment Services | Huron, SD | Dec 2010 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
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- AZ
- IA
- NE
- SD
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
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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
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