Benjamin M. Miller

MOMENTUM WEALTH STRATEGIES

COEUR D'ALENE, ID

Some features on this profile are disabled

CRD#: 4180866

Professional summary

Benjamin Michael Miller is a registered financial advisor currently at MOMENTUM WEALTH STRATEGIES located in Coeur D'alene, Idaho and LPL FINANCIAL LLC located in Coeur D Alene, Idaho.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Benjamin has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

1. 3/13/2015: Momentum Wealth Strategies - Inv Rel - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start date: 02/2015 2. 07/15/2025 - Momentum Wealth Strategies - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start date: 06/09/2025 - 100Hr/mnth 100during trading. I provide investment advisory services through Momentum Wealth Strategies, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Michael 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®

None

Experience

Current

June 2, 2025 - Present

MOMENTUM WEALTH STRATEGIES

RIA

CRD#: 334046

COEUR D'ALENE, ID

Current

March 13, 2015 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

COEUR D ALENE, ID

Past

March 16, 2015 - August 29, 2025

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

COEUR D ALENE, ID

Past

June 11, 2009 - March 16, 2015

D.A. DAVIDSON & CO.

RIA

CRD#: 199

COEUR D' ALENE, ID

Past

June 10, 2009 - March 16, 2015

D.A. DAVIDSON & CO.

CRD#: 199

COEUR D' ALENE, ID

Past

January 1, 2008 - June 11, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

COEUR D'ALENE, ID

Past

February 17, 2005 - February 22, 2005

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

COEUR D'ALENE, ID

Past

April 28, 2003 - September 10, 2004

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

COEUR D'ALENE, ID

Past

January 20, 2003 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

COEUR D'ALENE, ID

Past

July 31, 2000 - August 22, 2001

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

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

California
(3/13/2015)

Florida
(5/3/2021)

Idaho
(3/13/2015)

IAR

Idaho
(6/2/2025)

Montana
(12/1/2023)

Oregon
(3/13/2015)

Washington
(3/13/2015)

IAR

Washington
(8/20/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/25/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/4/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/6/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/28/2000

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

MOMENTUM WEALTH STRATEGIES

MOMENTUM WEALTH STRATEGIES | MOMENTUM WEALTH STRATEGIES, LLC. | MOMENTUM WEALTH STRATEGIES, INC.

CRD#: 334046 / SEC#:

Idaho

Registered Investment Advisory firm - (6/2/2025 Approved)

Washington

Registered Investment Advisory firm - (8/20/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Coeur D'alene, ID

Mailing Address

Phone number

(208) 446-2066

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin M. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2003

Series 63

Date: 8/4/2000

SIE

Date: 10/1/2018

Series 7

Date: 3/6/2003

Series 6

Date: 7/28/2000

FINRA

Current Firm

MOMENTUM WEALTH STRATEGIES

Contact information

Documents

Red Flags

Company Information

MOMENTUM WEALTH STRATEGIES

TRUST BUT VERIFY

Contact information

Similar Advisors