Ian
Mcmillan
Client First Investment Management LLC
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About this Advisor
Ian Mcmillan is a financial advisor who works out of Charlotte, North Carolina, with a total of 1 year of relevant experience. Mcmillan is on the advisory team at Client First Investment Management LLC. Their career trajectory has included roles at Omega Wealth Mgmt, Lpl Financial LLC, Burke And Herbert Wealth Management, Financial Services Advisory, Sherman Wealth Mgmt, Client First Investment Management LLC and Client First Tax And Wealth Advisors. Mcmillan holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Client First Investment Management LLC is a registered investment company that has its headquarters in West Bend, WI. The company has offices in two locations and a total of 16 advisors. It has $128 million in total assets between its 478 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 478 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules usually depend on the services provided. However, fees charged by Client First Investment Management LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Client First Investment Management LLC Brokerage Details
$128,200,000
16
478
$268,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Ian Mcmillan Work History
Ian has been registered as a financial advisor for 1 years.*
Client First Investment Management LLC
Client First Tax And Wealth Advisors
Client First Investment Management LLC
Sherman Wealth Mgmt
Financial Services Advisory
Lpl Financial LLC
Burke And Herbert Wealth Management
Omega Wealth Mgmt
*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 Ian Mcmillan 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 Client First Investment Management LLC
Charlotte, NC
West Bend, WI
Alexandria, MN
West Bend, WI
West Bend, WI
West Bend, WI
West Bend, WI
West Bend, WI
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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