Michael
Miller

Advisory Services Network

CRD#705441
Investment Advisor
in Mequon, WI

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About this Advisor

Michael Miller is a financial advisor based in Mequon, Wisconsin, working with Advisory Services Network. Michael has previously held a position at Blackhawk - Capital. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Michael is part of Advisory Services Network, which operates out of Mequon, Wisconsin. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 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, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mequon, WI

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

WI Average: $3,570,121,308
Total Number of Employees

215

WI Average: 58
Total Number of Accounts

24,286

WI Average: 1,608
Average Account Size

$280,767

WI Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Miller Work History

2014 - Present (11 years)

Blackhawk - Capital

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael 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 Advisory Services Network

Jerry Ford
Atlanta, GA
David Eaton
Atlanta, GA
Matthew Lichtman
Atlanta, GA
Nicole Horsch
Atlanta, GA
Michael Miller
Mequon, WI
Michael Markowitz
Glenview, IL
Penny Mccall
Atlanta, GA
Miao Zhu
Tampa, FL

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.

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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.

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