Daniel Miller
Daniel Miller is a CFP-designated registered investment advisor at USA Financial Securities LLC, based in Red Oak, IA, with 22 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,246 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.70% |
Maximum management fee is 2.7%. Actual fees are negotiated between the client and representative.
Fee Estimator
Location
505 N. 3rd St, Red Oak, IA, 51566
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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
Daniel is the president/owner of Milestone Financial Group, Inc. and Miller Financial Group Inc., dedicating full-time hours to the latter, where he sells insurance, securities, and investment products. He also owns PNMI Properties, LLC, and receives royalties from book sales.
Employment History
Current Registrations
USA Financial Securities LLC
USA Financial Securities LLC
USA Financial Securities LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations21 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.