Steven Michael Milligan
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Investment Planning
- Divorce Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Education Planning
- Tax Planning
- Budgeting
- Employee and Employer Plan Benefits
- Debt Management
- Retirement Planning
- Insurance Planning
Other Aliases
Michael Milligan, Mike Milligan, S Michael Milligan, S Mike Milligan
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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COLONIAL RIVER WEALTH MANAGEMENT LLC
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.
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Current Firm
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
Contact Information
Main Address
348 S Waverly Rd Suite 100, Holland, MI 49423Phone Number
(866) 530-1400# of Employees
66SEC notice filing (49 States and Territories)
Registered to provide investment advisory services in 49 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
24,401AUM (Assets Under Management)
$4,373,624,090Similar Advisors
COLONIAL RIVER WEALTH MANAGEMENT LLC
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.
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COLONIAL RIVER WEALTH MANAGEMENT LLC
Primary Firm SEC Registration
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
State Registrations and Notice Filings
(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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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COLONIAL RIVER WEALTH MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael Milligan's CRS (Customer Relationship Summary).
Services Offered by Steven
- Estate Planning
- Investment Planning
- Divorce Planning
- Retirement Income Management
- Comprehensive Financial Planning
- Education Planning
- Tax Planning
- Budgeting
- Employee and Employer Plan Benefits
- Debt Management
- Retirement Planning
- Insurance Planning
Similar Advisors
COLONIAL RIVER WEALTH MANAGEMENT LLC
