Rodd Miller
Rodd Miller is a CFP-designated registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, with 17 years of industry experience. Rodd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
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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
Rodd spends nearly all of his time on investment-related activities, including his LPL business, Golden State Wealth Management, and Exclusive Insurance Brokerage for non-variable insurance. He also has a business entity for tax/investment purposes, Miller Ventures, Inc., taking minimal time.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pfg Advisors
LPL Financial LLC
Lucia Securities, LLCBroker
Rjl Wealth Management, LLC
Raymond J. Lucia Companies, INC.
First Allied Securities, INC.Broker
Miller Capital Markets, LLCBroker
State Registrations13 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.