Michael Patrick Miller
CFP®Professional Summary
Michael Patrick Miller, CFP® is a registered financial advisor currently at MILLER PREMIER INVESTMENT PLANNING LLC located in Mansfield, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Tax Planning
Biography
Named one of the top financial planners in the country for the past ten consecutive years, Michael Miller, CFP® specializes in comprehensive retirement planning and tax efficient income distribution. He founded Miller Premier with the mission of providing clients with a rewarding, safe, and secure retirement. Michael has a very strong background in retirement and investment planning - prior to starting his own firm, Michael was a financial planning manager for ICMA-RC and was responsible...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
MILLER PREMIER INVESTMENT PLANNING LLC
Contact Information
Main Address
Mansfield, TXPhone Number
(817) 680-8198# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
53AUM (Assets Under Management)
$22,691,948Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/31/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1994About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 2003About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Miller's CRS (Customer Relationship Summary).
Services Offered by Michael
- Retirement Planning
- Investment Management
- Financial Planning
- Estate & Legacy Planning
- Tax Planning
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