Christine
Millen
Enza Financial, LLC
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About this Advisor
Christine Millen is a financial advisor working out of Independence, Ohio. Millen is currently employed by Enza Financial, LLC. During their career, Millen has held roles at M Holdings Securities, Cornerstone Consulting Group, Heirmark, Enza Financial, Enza Insurance, LLC and Enza Financial, LLC. Millen holds Series 66 and Series 63 licenses, certifying them as a securities representative, and is able to advise clients in Ohio. Enza Financial, LLC is a company operating out of Independence, OH. It oversees $111 million in assets under management across its 180 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 180 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number 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. A financial advisor's fee schedules are based on the services. However, fees billed by Enza Financial, LLC may include some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Enza Financial, LLC Brokerage Details
$110,790,278
5
180
$615,502
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
Christine Millen Work History
Christine has been registered as a financial advisor for 0 years.*
Enza Insurance, LLC
Enza Financial, LLC
Enza Financial
M Holdings Securities
Cornerstone Consulting Group
Heirmark
*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 Christine Millen 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 Enza Financial, LLC
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
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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