Emily Millsap
Emily Millsap is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 24 years of industry experience. Emily 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
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emily volunteers with Operation Homefront and/or Homes for Our Troops, providing financial planning information to veterans, and dedicates minimal time to other volunteer activities, including advising the board of a children's center, mentoring CFP exam candidates, and serving on the DEIB board at the University of Evansville.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Facet Wealth, INC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Invest Financial Corporation
Onb Investment Services,inc.
Onb Investment Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations1 state
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