Constance
Millahn
Sterling Financial Planning Inc
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About this Advisor
Constance Millahn is a certified financial planner based out of Sparta, New Jersey, who has 4 years of industry experience. Millahn is on the advisory team at Sterling Financial Planning Inc. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Lpl Financial, LLC, Rbc Capital Markets, LLC and Sterling Financial Planning Inc. Millahn has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Sterling Financial Planning Inc is a company that has its headquarters in Sparta, NJ. It manages $549 million in assets among its 1,508 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm advises seven charities and foundations. Of its 1,508 client accounts, 30% are associated with high-net-worth individuals who have more than $1 million in assets. The business provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial management fees usually vary depending on the type of financial services offered. Fee types billed by Sterling Financial Planning Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Financial Planning Inc Brokerage Details
$549,105,901
6
1,508
$364,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Constance Millahn Work History
Constance has been registered as a financial advisor for 4 years.*
Sterling Financial Planning Inc
Rbc Capital Markets, LLC
Lpl Financial, LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Constance Millahn 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 Sterling Financial Planning Inc
Sparta, NJ
Sparta, NJ
Sparta, NJ
Sparta, NJ
Sparta, NJ
Sparta, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.