WM
WM

William Miller

7 Years of Experience
Indianapolis, IN
1 DisclosureBroker

William Miller is a registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 7 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8888 Keystone Crossing, Ste 700, Indianapolis, IN, 46240

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History

Regulatory History (1)
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Financial
November 2016
Final
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 2 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2020 - March 2021 · 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2019 - March 2021 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
January 2018 - July 2019 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
March 2015 - August 2017 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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