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Burt Miltenberger

Wells Fargo Advisors
40 Years of Experience
Daytona Beach, FL
1 DisclosureBroker
View SEC Summary
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Burt Miltenberger is a registered investment advisor at Wells Fargo Advisors, based in Daytona Beach, FL, with 40 years of industry experience. Burt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1540 Cornerstone Blvd, Stes 110 & 210, Daytona Beach, FL, 32117

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History

Regulatory History (1)
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Customer Dispute
February 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Burt serves as the treasurer for Providence Church in Ormond Beach, Florida, since February 2023. He spends minimal time reviewing church finances and potential projects.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2019 - Present · 7 yrs 5 mos
Wells Fargo Advisors
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
October 2009 - June 2019 · 9 yrs 8 mos
Ameriprise Financial Services, INC.
October 2009 - June 2019 · 9 yrs 8 mos
Ameriprise Advisor Services, INC.
April 2009 - October 2009 · 6 mos
Ameriprise Advisor Services, INC.Broker
April 2009 - October 2009 · 6 mos
Wachovia Securities, LLC
July 2003 - April 2009 · 5 yrs 9 mos
Wachovia Securities, LLCBroker
July 2003 - April 2009 · 5 yrs 9 mos
Prudential Securities IncorporatedBroker
September 2000 - July 2003 · 2 yrs 10 mos
Prudential Securities Incorporated
September 2000 - July 2003 · 2 yrs 10 mos
Dean Witter Reynolds INC.Broker
October 1990 - September 2000 · 9 yrs 11 mos
Empire National Securities, IncorporatedBroker
March 1988 - October 1990 · 2 yrs 7 mos
Dean Witter Reynolds INC.Broker
November 1985 - February 1988 · 2 yrs 3 mos
State Registrations11 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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