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Micheal Miller

16 Years of Experience
Columbus, OH
BrokerSells Insurance

Micheal Miller is a registered investment advisor at VALIC Financial Advisors, INC., based in Columbus, OH, with 16 years of industry experience. Micheal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

8050 North High Street, Suite 130, Columbus, OH, 43235

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Micheal works as an agent for AGIA selling non-securities insurance products. This activity requires a few hours per week.

Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
March 2018 - Present · 8 yrs 2 mos
VALIC Financial Advisors, INC.
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Ic Advisory Services, INC.
August 2015 - March 2018 · 2 yrs 7 mos
The Investment Center, INC.Broker
August 2015 - March 2018 · 2 yrs 7 mos
MML Investors Services, LLC
July 2012 - June 2015 · 2 yrs 11 mos
MML Investors Services, LLCBroker
July 2012 - June 2015 · 2 yrs 11 mos
First Command Financial Planning, INC.
February 2010 - August 2012 · 2 yrs 6 mos
First Command Financial Planning, INC.Broker
January 2010 - August 2012 · 2 yrs 7 mos
Edward Jones
May 2009 - October 2009 · 5 mos
Edward JonesBroker
April 2009 - October 2009 · 6 mos
State Registrations5 states
FLINKYMIOH
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.
Micheal Miller - Financial Advisor | TrueAdvisor