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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

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

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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.

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