Advisor at Miller Financial Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Miller Financial Services LLC
Location
Marshall, MI 49068
Credentials
CFP®, Series 65
Industry experience
7 years
Alex White is a CFP® with seven years of experience in the financial industry, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to joining Miller Financial Services, he worked briefly at Zhang Financial LLC and The Cove Lakeside Bistro. He holds a Series 65 license and is also licensed in insurance. Miller Financial Services LLC manages approximately $462.9 million in assets for about 574 clients, including individual, high-net-worth, and institutional retirement plan participants. The firm employs both fundamental and technical analysis in its discretionary portfolio management and provides fiduciary services to state and municipal pension clients.
Based on Miller Financial Services LLC
Based on Miller Financial Services LLC
Flat fees for financial planning up to $5,000; flat plan consulting fees for pension consulting; flat fees for consulting services with negotiable amounts.
Certain supervised persons may receive commissions for sale of securities and insurance products, separate from advisory fees.
$150 to $500 per hour for financial planning and consulting services.
1001 W Michigan Ave
Marshall, MI 49068
Michigan
Miller Financial Services, LLC
2018 - Present (8 years)
Zhang Financial LLC
2018 - 2018 (1 year)
The Cove Lakeside Bistro
2018 - 2018 (1 year)
Unemployed Minor
2017 - 2018 (1 year)
Stryker Corp.
2017 - 2017 (1 year)
Unemployed Minor
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Miller Financial Services LLC
CFP®, Series 65
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