Michael P. Miller

MILLER PREMIER INVESTMENT PLANNING LLC

Mansfield, TX

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CRD#: 2564483

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.

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 for over $1 Billion in private client retirement accounts. He was also the Texas State Director for Nationwide's public retirement division - Nationwide Retirement Solutions. If you are a pre-retiree or retiree with $500,000 or more in retirement savings you may qualify for a free retirement assessment.  To learn more give him a call at 817-680-8198 or visit his company website at www.finplng.com.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Income Management

Do you have an area of expertise or specialization?

Charitable Giving

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Miller'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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

May 31, 2007 - Present

MILLER PREMIER INVESTMENT PLANNING LLC

RIA

CRD#: 144062

Mansfield, TX

Past

August 9, 2005 - May 23, 2007

MISSIONSQUARE RETIREMENT

RIA

CRD#: 108783

WASHINGTON, DC

Past

August 9, 2005 - May 23, 2007

MISSIONSQUARE INVESTMENT SERVICES

CRD#: 23189

WASHINGTON, DC

Past

April 7, 2000 - July 12, 2005

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

October 23, 1998 - April 6, 2000

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

July 14, 1995 - March 3, 1998

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

January 3, 1995 - January 11, 1995

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 3, 1995 - January 11, 1995

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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.

Highlighted states indicate IAR registrations

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 9/2/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/27/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/23/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/23/2003

Investment Company Products/Variable Contracts Principal Examination

Current Firm

MILLER PREMIER INVESTMENT PLANNING LLC

CRD#: 144062 / SEC#:

Texas

Registered Investment Advisory firm - (5/31/2007 Approved)

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Contact information

Main Address

Mansfield, TX

Mailing Address

Phone number

(817) 680-8198

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 22,329,656

Red Flags

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Contact information

(xxx) xxx-xxxx

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Michael P. Miller

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSIONSQUARE RETIREMENT

MISSIONSQUARE INVESTMENT SERVICES

NATIONWIDE INVESTMENT SERVICES CORPORATION

FIDELITY BROKERAGE SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2005

Series 63

Date: 12/23/1994

Series 7

Date: 3/27/1996

Series 6

Date: 12/23/1994

Series 26

Date: 5/23/2003

Current Firm

MILLER PREMIER INVESTMENT PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MILLER PREMIER INVESTMENT PLANNING LLC

TRUST BUT VERIFY

Contact information

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