JM
JM

John Miller

10 Years of Experience
Mount Horeb, WI
1 DisclosureBroker

John Miller is a registered investment advisor at Ameriprise Financial Services, LLC, based in Mount Horeb, WI, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Mount Horeb, WI

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History

Regulatory History (1)
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Financial
March 2025
Final
Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
October 2025 - Present · 11 mos
Ameriprise Financial Services, LLCBroker
October 2025 - Present · 11 mos
Previous Registrations
Thrivent Investment Management INC.
December 2022 - January 2025 · 2 yrs 1 mo
Thrivent Investment Management INC.Broker
December 2022 - January 2025 · 2 yrs 1 mo
Benjamin F. Edwards & Company, INC.Broker
November 2021 - December 2022 · 1 yr 1 mo
Benjamin F. Edwards & Company, Incorporated
November 2021 - December 2022 · 1 yr 1 mo
Russell Investments
July 2015 - September 2021 · 6 yrs 2 mos
Russell Investments Financial Services, LLCBroker
July 2015 - September 2021 · 6 yrs 2 mos
Hornor, Townsend & Kent, INC.Broker
April 2015 - June 2015 · 2 mos
State Registrations1 state
WI
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.
John Miller - Financial Advisor | TrueAdvisor