Steven M. Milligan
ADVISORY ALPHA
Norfolk, VA 23508
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CRD#: 5606511
Professional summary
Steven Michael Milligan, CFP®, who also goes by Michael Milligan, Mike Milligan, S Michael Milligan, S Mike Milligan, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Norfolk, Virginia.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Divorce Planning
Retirement Income Management
Comprehensive Financial Planni...
Education Planning
Tax Planning
Budgeting
Employee and Employer Plan Ben...
Debt Management
Retirement Planning
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Michael Milligan | Mike Milligan | S Michael Milligan | S Mike Milligan
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) Ideas by Mike, LLC; Investment Related; Norfolk, VA; Financial Services, Consulting, and Education; Owner, CEO, and financial advisor; 11/2019; Approx. 60 Hrs/ Month; Approx. 60 Hrs/Month; Serving Clients Through Providing Insurance, Financial Services, Consulting, and Education. 2) JB Holdings; Non Investment related; Nashville, TN; Sales Coaching and consulting; Provide sales coaching and consulting to internet based technology company; 03/2021; Approx. 10 Hrs/Month; Approx. 0 Hrs/Month during trading hours; Providing coaching and consulting to clients. 3) 5005 Colley Ave LLC; Non-Investment related; Norfolk, VA; Commercial real estate holding; Co-Owner; 04/2023; Approx. 5 Hrs/Month; Approx. 0 Hrs/Month; Own and managing commercial property. 4) Old Dominion University; Non-investment related; Norfolk, VA; University; Adjunct Lecturer; 1/2024; Approx. 12 Hrs/Month; Approx. 0 Hrs/Month; Teaching course on Financial Planning. 5) Ideas by Mike, LLC; Investment Related; Norfolk, VA; Insurance Product Sales; Owner and Licensed insurance agent; 11/2019; Approx. 60 Hrs/Month; Approx 60 Hrs/Month; Sale of Fixed Insurance Products. 6) Mike Milligan, LLC; Investment Related; Norfolk, VA; Business Coaching, Authorship, Consulting, and Speaking Engagements; Owner; 06/2025; Approx 60 Hrs/Month; Approx 0 Hrs/Month; engaging in business coaching, consulting, authorship, speaking engagements, and podcasting.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael Milligan'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®
Start date: 2002
Experience
Current
August 20, 2025 - Present
ADVISORY ALPHA, LLC
Office #1: 5005 Colley Ave, Norfolk, VA 23508RIA
CRD#: 158282
Norfolk, VA
Past
October 26, 2023 - August 20, 2025
JB WEALTH ADVISORS LLC
RIA
CRD#: 328441
NASHVILLE, TN
Past
September 14, 2023 - March 13, 2024
SIMPLICITY WEALTH
RIA
CRD#: 300572
Norfolk, VA
Past
April 29, 2022 - July 11, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
SPRING LAKE, NJ
Past
April 29, 2022 - July 11, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
SPRING LAKE, NJ
Past
September 30, 2021 - May 4, 2022
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
NORFOLK, VA
Past
September 30, 2021 - May 4, 2022
CREATIVEONE SECURITIES, LLC
BD
CRD#: 152974
NORFOLK, VA
Past
August 14, 2018 - October 1, 2021
OSAIC INSTITUTIONS, INC.
RIA
CRD#: 35371
Virginia Beach, VA
Past
August 14, 2018 - October 1, 2021
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
Virginia Beach, VA
Past
December 21, 2016 - October 29, 2018
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Norfolk, VA
Past
January 3, 2012 - November 3, 2016
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
NORFOLK, VA
Past
January 3, 2012 - December 19, 2016
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
NORFOLK, VA
Past
December 9, 2008 - January 18, 2012
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
CHESAPEAKE, VA
Past
October 27, 2008 - January 18, 2012
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
CHESAPEAKE, VA
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".
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 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
Virginia(8/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AA
ADVISORY ALPHA, LLC
ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC
CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - (6/14/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423
Mailing Address
Phone number
(866) 530-1400
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 22,480 |
| AUM (Assets Under Management) | $ 3,468,083,482 |
Red Flags
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Company Information
ADVISORY ALPHA, LLC
CRD#: 158282Norfolk, VA 23508TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
