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Grant Tesnohlidek

MILLER FINANCIAL SERVICES
Papillon, NE
·CRD# 5477428·18 years experience

Professional Summary

Grant Tesnohlidek, who also goes by Grant James Tesnohlidek, is a registered financial advisor currently at MILLER FINANCIAL SERVICES LLC located in Papillon, Nebraska. Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Grant has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Grant James Tesnohlidek

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

18 years in the financial services industry

Current & Past Employments

MILLER FINANCIAL SERVICES LLC·CRD# 143788
RIA
Papillon, NE
October 7, 2026 - Present
WEALTHFORGE SECURITIES, LLC·CRD# 152550
BD
Omaha, NE
October 15, 2021 - October 29, 2025
WEITZ INVESTMENT MANAGEMENT, INC.·CRD# 105088
RIA
Omaha, NE
March 30, 2017 - March 18, 2020
WEITZ SECURITIES, INC.·CRD# 17673
BD
Omaha, NE
January 12, 2016 - March 18, 2020
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
La Vista, NE
September 16, 2015 - December 21, 2015
SECURITIES AMERICA, INC.·CRD# 10205
BD
Lavista, NE
September 15, 2015 - December 21, 2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
RIA
Omaha, NE
July 7, 2014 - September 2, 2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
BD
Omaha, NE
July 3, 2014 - September 2, 2015
TD AMERITRADE, INC.·CRD# 7870
RIA
Omaha, NE
April 17, 2008 - June 2, 2014
TD AMERITRADE INVESTMENT MANAGEMENT, LLC·CRD# 111514
RIA
Omaha, NE
April 17, 2008 - June 2, 2014
TD AMERITRADE, INC.·CRD# 7870
BD
Omaha, NE
February 20, 2008 - June 2, 2014

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Current Firm

MF
MILLER FINANCIAL SERVICES LLC

MILLER FINANCIAL SERVICES LLC

CRD#: 143788 / SEC#: 801-110021
RIA
Registered Investment Advisory firm - SEC (3/7/2017 Approved)
Michigan
Registered Investment Advisory firm - Michigan (4/3/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1001 W Michigan Ave, Marshall, MI 49068

Phone Number

(269) 781-5129

# of Employees

3

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (9/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,358

AUM (Assets Under Management)

$462,860,424

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2026Cover PageReport

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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.

Omaha Hockey Club. Not investment related. Boys Town, NE. Hockey. Coach. August 2025. 15 hours per month. Coach children's hockey.

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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".
MF
MILLER FINANCIAL SERVICES LLC

MILLER FINANCIAL SERVICES LLC

CRD#: 143788 / SEC#: 801-110021
RIA
Registered Investment Advisory firm - SEC (3/7/2017 Approved)
Michigan
Registered Investment Advisory firm - Michigan (4/3/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Nebraska
(10/7/2026)

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 66 — Uniform Combined State Law Examination

Passed Oct 2026About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2008About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Grant Tesnohlidek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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