Mike Mcmillen
Professional summary
Mike Mcmillen, who also goes by Mike Mcmillen Jr, is a registered financial advisor currently at MCMILLEN & COMPANY, INC. located in Boise, Idaho and GEM STATE INVESTMENT ADVISORS located in Boise, Idaho.
Mike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Mike has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mike Mcmillen's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2006 - Present
MCMILLEN & COMPANY, INC.
December 19, 2023 - Present
GEM STATE INVESTMENT ADVISORS
Office #1: 4346 W Rose Hill St., Boise, ID 83705February 10, 2003 - July 27, 2006
THE CAPROCK GROUP, LLC
May 15, 2002 - January 14, 2003
PIPER SANDLER & CO.
March 16, 2000 - January 14, 2003
PIPER SANDLER & CO.
October 15, 1991 - April 11, 2000
WELLS FARGO INVESTMENTS, LLC
September 23, 1991 - October 15, 1991
WELLS FARGO INVESTMENTS, LLC
November 13, 1989 - September 27, 1991
DAIN RAUSCHER INCORPORATED
June 2, 1989 - November 29, 1989
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/2006)
(11/29/2023)
(1/30/2018)
Exams
Series 8
Date: 1/15/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
GEM STATE INVESTMENT ADVISORS
CRD#: 150171 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 247 |
| AUM (Assets Under Management) | $ 102,104,351 |
Red Flags
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