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
Series 65
Industry experience
1 year
Isaac Lubbers is a financial advisor at Miller Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at Michigan State University, Supreme Shine Auto Detailing, and Sunnybrook Golf Course. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients, including state and municipal pension plans, and employs a combined fundamental and technical investment approach.
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
2024 - Present (2 years)
Michigan State University
2020 - 2024 (4 years)
Supreme Shine Auto Detailing
2018 - 2021 (3 years)
Sunnybrook Golf Course
2017 - 2022 (5 years)
Student
2014 - 2018 (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.
CFP®, Series 63, Series 65
Battle Creek, MI
Wendt Financial Advisors, LLC
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Series 65
Marshall, MI
Wealth Ease Wealth Management
CFP®, Series 65
Marshall, MI
Wealth Ease Wealth Management
CFP®, Series 63, Series 65
Battle Creek, MI
Fourstar Wealth Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")