MC
Millard P. Coleman Ii
VOYA FINANCIAL ADVISORS
Lisle, IL 60532
Some features on this profile are disabled
CRD#: 2483172
MC
Professional summary
Millard Philmore Coleman Ii, CFP®, who also goes by Mill Coleman II, Millard Philmore Coleman Ii, Millard Philmore Coleman, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Lisle, Illinois.
Millard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Millard has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mill Coleman Ii | Millard Philmore Coleman Ii | Millard Philmore Coleman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF ENTITY:Quarterback Club; No; 1797 Grand Ridge Ct; Grand Rapids; MI; 49525; Football camps and training to youth and high school athletes; Co-Founder; 1/1/2019; 12; 0; Coach and administer the camps| NAME OF ENTITY:Michigan Elite Football Club, LLC; No; 1797 Grand Ridge Ct; Grand Rapids; MI; 49525; Coach and administer the camps; Co-Founder; 1/1/2018; 12; 0; Football camps and training to youth and high school athletes, looking to improve fundamentals. Camps are held on weekends during the football off-season| NAME OF ENTITY:VRIAC; No; ONE ORANGE WAY; WINDSOR; CT; 06095; Sale and Service of Voya HRA product; N/A; 9/30/2022; 10; 10; Sale and Service of Voya HRA product. A Health Reimbursement Arrangement (???HRA??) is an employer funded ???accident or health plan?? (???Plan??), which reimburses qualified medical expenses and also permits any unused portion to be carried forward to the next year. Not a Security Offering.| TRANSFORMATION COMMUNITY CHURCH POSITION: Finance Director NATURE: Finance Director INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 3950 Leonard St. NW, Walker MI 49534, United States DESCRIPTION: The financial director will oversee the day to day financial needs of the church, bringing overall organization to the bookkeeping process, and will assist in the wise steward of finances. This role requires availability on Sundays and some time throughout the weekday evenings.
CRS (Client Relationship Summary) - RIA
Click below to view Millard Philmore Coleman Ii's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Millard Philmore Coleman Ii's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 24, 2020 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 2525 Cabot Drive Suite 100r, Lisle, IL 60532RIA
BD
CRD#: 2882
Lisle, IL
Current
September 22, 2020 - Present
VOYA FINANCIAL ADVISORS, INC.
Office #1: 2525 Cabot Drive Suite 100r, Lisle, IL 60532RIA
BD
CRD#: 2882
Lisle, IL
Past
September 11, 2018 - October 2, 2020
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
AUBURN HILLS, MI
Past
September 11, 2018 - October 2, 2020
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
AUBURN HILLS, MI
Past
February 28, 2017 - September 9, 2018
HORACE MANN INVESTORS, INC.
RIA
CRD#: 11643
Brighton, MI
Past
February 28, 2017 - September 9, 2018
HORACE MANN INVESTORS, INC.
BD
CRD#: 11643
Brighton, MI
Past
March 30, 2015 - February 15, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SOUTHFIELD, MI
Past
March 20, 2015 - February 15, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SOUTHFIELD, MI
Past
January 10, 2012 - March 26, 2015
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
AUBURN HILLS, MI
Past
January 3, 2012 - March 26, 2015
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
AUBURN HILLS, MI
Past
April 12, 2011 - December 22, 2011
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
TROY, MI
Past
April 1, 2011 - December 22, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
TROY, MI
Past
December 15, 2003 - March 22, 2011
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
AUBURN HILLS, MI
Past
December 5, 2003 - March 22, 2011
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
AUBURN HILLS, MI
Past
December 18, 2002 - August 28, 2003
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
AUBURN HILLS, MI
Past
February 25, 2002 - August 28, 2003
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
Past
May 8, 1998 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
May 8, 1998 - February 26, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
July 6, 1994 - May 9, 1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
July 6, 1994 - May 9, 1995
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/11/2021)
RR
Arizona(9/24/2020)
RR
Arkansas(9/23/2020)
RR
California(9/23/2020)
RR
Colorado(10/13/2020)
RR
Connecticut(10/13/2020)
RR
Delaware(1/29/2021)
RR
District of Columbia(10/15/2020)
RR
Florida(10/14/2020)
RR
Georgia(10/14/2020)
RR
Hawaii(11/2/2020)
RR
Illinois(10/2/2020)
IAR
Illinois(11/5/2020)
RR
Indiana(10/13/2020)
RR
Iowa(9/28/2020)
RR
Kansas(9/29/2020)
RR
Kentucky(10/14/2020)
RR
Louisiana(1/25/2022)
RR
Maine(2/17/2021)
RR
Maryland(10/13/2020)
RR
Massachusetts(9/23/2020)
RR
Michigan(9/22/2020)
IAR
Michigan(9/24/2020)
RR
Minnesota(10/13/2020)
RR
Mississippi(9/29/2020)
RR
Missouri(9/23/2020)
RR
Montana(9/23/2020)
RR
Nevada(10/20/2020)
RR
New Hampshire(6/17/2021)
RR
New Jersey(9/24/2020)
RR
New Mexico(10/14/2020)
RR
New York(9/26/2020)
IAR
New York(10/10/2022)
RR
North Carolina(9/24/2020)
RR
North Dakota(3/29/2022)
RR
Ohio(9/23/2020)
RR
Oklahoma(10/1/2020)
RR
Oregon(9/25/2020)
RR
Pennsylvania(9/23/2020)
RR
Rhode Island(10/14/2020)
RR
South Carolina(10/13/2020)
RR
South Dakota(2/18/2021)
RR
Tennessee(10/14/2020)
RR
Texas(9/23/2020)
IAR
Texas(9/28/2020)
RR
Utah(9/23/2020)
RR
Virginia(10/13/2020)
RR
Washington(10/13/2020)
RR
West Virginia(9/29/2020)
RR
Wisconsin(9/22/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
