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Alyssa Nicole Miller

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

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Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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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

Alyssa is a financial advisor at MGO One Seven DBA Feldmeyer Financial Group, providing financial advice and investment management, including fixed insurance and annuity sales. She also provides consulting services for individuals going through divorce, is a board member for Dayton Children's Hospital, and a national board member for the Institute of Divorce Financial Analysis.

Employment History
Current Registrations
Oneseven
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2023 - February 2024 · 5 mos
Ameriprise Financial Services, LLC
August 2020 - September 2023 · 3 yrs 1 mo
Ameriprise Financial Services, LLCBroker
June 2019 - September 2023 · 4 yrs 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Alyssa Nicole Miller - Financial Advisor | TrueAdvisor