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JM

Josh D. Millang

SIGNAL ADVISORS WEALTH
CLIVE, IA
Some features on this profile are disabled
CRD#: 5106466
JM

Professional summary

Josh D Millang, who also goes by Josh Donald Millang, Josh Millang, is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Clive, Iowa.

Josh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Josh has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Josh Donald Millang | Josh Millang

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.
Senior Market Elite | Same as Branch Address | Non-Investment related | Insurance IMO | Started 5-1-22, HRS/ MO- 80, During Trading HRS- 80

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josh D Millang's CRS (Customer Relationship Summary).
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

February 21, 2024 - Present

SIGNAL ADVISORS WEALTH, LLC

RIA
CRD#: 301086
CLIVE, IA
Past

December 8, 2023 - March 19, 2024

BISON WEALTH, LLC

RIA
CRD#: 299805
CLIVE, IA
Past

May 13, 2022 - December 4, 2023

TRUADVICE LLC

RIA
CRD#: 292482
Clive, IA
Past

October 17, 2018 - December 31, 2020

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Urbandale, IA
Past

September 6, 2018 - December 31, 2020

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Urbandale, IA
Past

October 20, 2014 - September 17, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
URBANDALE, IA
Past

October 20, 2014 - September 17, 2018

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
URBANDALE, IA
Past

August 22, 2011 - October 20, 2014

SUNSET FINANCIAL SERVICES, INC.

RIA
CRD#: 3538
Clive, IA
Past

June 24, 2008 - October 20, 2014

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
Clive, IA
Past

September 7, 2007 - June 18, 2008

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
CLIVE, IA
Past

October 20, 2006 - September 11, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC

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".
SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS

CRD#: 301086 / SEC#: 801-127017

RIA
Registered Investment Advisory firm - (12/8/2022 Approved)

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
Iowa
(2/21/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/19/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/14/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/1/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/1/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/19/2006
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/1/2024
Investment Company Products/Variable Contracts Principal Examination

Current Firm

SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS

CRD#: 301086 / SEC#: 801-127017

RIA
Registered Investment Advisory firm - (12/8/2022 Approved)
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Contact information

Main Address
1555 Broadway St, Detroit, MI 48226
Mailing Address
Phone number
+1 (866) 774-4625
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIGNAL ADVISORS WRAP FEE BROCHURE (10/1/2025)
ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts10,250
AUM (Assets Under Management)$ 1,352,814,108

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

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086Clive, IA

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