Jandin
Miller

Independent Financial Partners

CRD#6331537
Investment Advisor
in Manistee, MI

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jandin Miller is a financial advisor based in Manistee, Michigan, working with Independent Financial Partners. Jandin has previously held positions at Independent Financial Partners and Callesen Wealth Management. Jandin has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jandin is part of Independent Financial Partners, which operates out of Manistee, Michigan. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

331 1St Street
Manistee, MI 49660

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

MI Average: $1,855,561,029
Total Number of Employees

267

MI Average: 62
Total Number of Accounts

37,391

MI Average: 2,474
Average Account Size

$261,062

MI Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jandin Miller Work History

2014 - Present (10 years)

Independent Financial Partners

2014 - Present (10 years)

Callesen Wealth Management

Disclosures

Please visit the SEC profile of Jandin Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Partners

Jessica Sizemore
Jacksonville Beach, FL
Paul Sponseller
Sun City Center, FL
Stephen Angelis
Dublin, OH
Kelly Ryland
Pensacola, FL
Jeremy Sickles
Jeffersonville, IN
Brady Lollman
Hastings, NE
Christopher Stolte
Austin, TX
Jody Henley
Powell, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started