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Eaton Lloyd Miller

Eaton L. Miller

PLANWELL FINANCIAL GUIDANCE
Blooming Prairie, MN 55917
Some features on this profile are disabled
CRD#: 4753757
Eaton Lloyd Miller

Professional summary

Eaton Lloyd Miller, CFP® is a registered financial advisor currently at PLANWELL FINANCIAL GUIDANCE, LLC located in Blooming Prairie, Minnesota.

Eaton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Eaton has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eaton Lloyd 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: 2014

Experience

Current

May 18, 2018 - Present

PLANWELL FINANCIAL GUIDANCE, LLC

Office #1: 421 E. Main St Ste. 100, Blooming Prairie, MN 55917
RIA
CRD#: 293932
Blooming Prairie, MN
Past

January 13, 2014 - July 26, 2018

SUPERIOR FINANCIAL, LLC

RIA
CRD#: 148326
BLOOMING PRAIRIE, MN
Past

August 3, 2004 - April 7, 2011

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
ROCHESTER, MN
Past

May 31, 2004 - July 28, 2004

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST. PAUL, MN

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
Minnesota
(5/18/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/29/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/2004
General Securities Representative Examination

Current Firm

PF
PLANWELL FINANCIAL GUIDANCE, LLC
PLANWELL FINANCIAL GUIDANCE, LLC

CRD#: 293932 / SEC#:

Minnesota
Registered Investment Advisory firm - (5/18/2018 Approved)
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Contact information

Main Address
421 E. Main St Ste. 100, Blooming Prairie, MN 55917
Mailing Address
Po Box 24, Blooming Prairie, MN 55917
Phone number
(507) 380-5558
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts366
AUM (Assets Under Management)$ 55,573,000

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.

Company Information

PLANWELL FINANCIAL GUIDANCE, LLC

CRD#: 293932Blooming Prairie, MN 55917

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