Miller Financial Services LLC

Miller Financial Services LLC (CRD# 143788) is a financial advisory firm headquartered in Marshall, MI. They manage $105,682,701 in 860 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    860
    ACCOUNTS
  • Average Account Value
    $122,887
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Miller Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph P. Miller
CRD#: 2820751
801 W. Michigan Avenue, Marshall, MI 49068
93
Wealthminder
score

Joseph Miller (CRD# 2820751) is an Investment Advisor Representative working at Miller Financial Services LLC in Marshall, MI and has over 21 years of experience in the finance industry.

2
Austin E. Rinard
CRD#: 5898317
801 W. Michigan Avenue, Marshall, MI 49068
93
Wealthminder
score

Austin Rinard (CRD# 5898317) is an Investment Advisor Representative working at Miller Financial Services LLC in Marshall, MI and has over 6 years of experience in the finance industry.

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