Menu
Menu
Brian + Mills - Financial Advisor in Dublin, OH

Paladin Research Report For:

Brian Mills

Mills Financial Planning,Inc.

CFP®
5910 Wilcox Place
Suite F
Dublin, OH 43016
614-504-0402
Visit Website
http://www.millsfinancialplan.com/about

About Brian Mills

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.

See Disclosures

General Information

Firm Start Year
  • 1998
No. of Employees
  • 1
CRD#
  • 2071799
Firm CRD#
  • 10299
Insurance License#
  • 12755
Name of Broker/Dealer
  • Cetera Advisors, LLC
Name of Custodial Firm
  • Pershing
States Licensed in
  • OH, FL,IN,PA
Years of Experience in Financial Services
  • 27
Number of Years with Current Firm
  • 10
Work with the following types of clients
  • Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 6, Series 7, Series 63
Insurance and Annuity Licenses
  • Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Financial Organization Memberships
  • Financial Planning Association (FPA)
Non-Financial Organization Memberships
  • Church Jesus Christ of Latter Day Saints

Firm Information

Firm's Number of Clients
  • 135
Firm's Number of Planning Clients
  • 56
Assets Managed by Firm
  • $33m
Advisor's Number of Clients
  • 125
Assets Managed by Advisor
  • $33m

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $100,000
Compensation Methods
  • Commissions, Hourly
Fee % Based on Assets
  • 1.0
Hourly Rate
  • $100
Additional Details on Charges
  • I charge an hourly rate for comprehensive financial plans.
Minimum Fee Charged for Hourly Planning Accounts
  • $500

Education

Bachelor of Science - Financial Counseling and Planning
  • Purdue Unviersity
    8-1-1983 - 8-9-1987
Master Degree - Financial Planning
  • College for Financial Planning
    8-3-2014 - 3-6-2016

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1666186/paladinregistry-mills-financial-planning,inc.-detailed-disclosure

Disclaimer

Investment Adviser Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.