Therese
Milad
Financial Network Wealth Advisors LLC
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About this Advisor
Therese Milad is a certified financial planner operating out of Salt Lake City, Utah with a total of 1 year of industry experience. Milad works at Financial Network Wealth Advisors LLC. Over the course of their career, Milad has held roles at Therese Milad, Sole Proprietor, Cetera Advisor Networks LLC, Fam3, LLC, Winchester Office Park Condominium and Financial Network Wealth Advisors LLC. Milad holds a Series 63 license, which qualifies them as a securities broker, and is registered to work in Utah. Financial Network Wealth Advisors LLC is a company headquartered in Salt Lake City, UT. The firm has offices in two locations and a total of six people on staff. It handles $215 million in assets under management among its 514 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises one charities and foundations. Of its 514 client accounts, just 9% belong to high-net-worth individuals who have more than $1 million in assets. Financial Network Wealth Advisors LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees are based on which services are provided. Fees charged by Financial Network Wealth Advisors LLC most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Network Wealth Advisors LLC Brokerage Details
$214,684,000
6
514
$417,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Therese Milad Work History
Therese has been registered as a financial advisor for 1 years.*
Financial Network Wealth Advisors LLC
Winchester Office Park Condominium
Fam3, LLC
Therese Milad, Sole Proprietor
Cetera Advisor Networks LLC
Therese Milad, Sole Proprietor
Cetera Advisor Networks LLC
*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 Therese Milad 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 Financial Network Wealth Advisors LLC
Salt Lake City, UT
Salt Lake City, UT
Layton, UT
Salt Lake City, UT
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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.
