Robert Milligan
Robert Milligan is a registered investment advisor at Cetera Investment Advisers LLC, based in Plainfield, IN, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Plainfield, IN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns Milligan Financial Services and spends nearly full-time on it. He also engages in fixed insurance sales, is an advisory board member for the Plainfield Chamber of Commerce, owns agricultural land, and is an endowment committee member for his church, each taking minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Edward Jones
Edward JonesBroker
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Natcity Investments, INC.Broker
State Registrations17 states
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.