Paladin Research Report For:

Brian Mills

Mills Financial Planning,Inc.

5910 Wilcox Place
Suite F
Dublin, OH 43016

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.

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General Information

Firm Start Year
  • 1998
No. of Employees
  • 1


Qualifications & Membership

Firm Information

Compensation and Fees


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

Additional Detailed Disclosures,Inc.-detailed-disclosure.html


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.

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