Jeffrey Miller
Advisor at Windmiller
Updated today
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.
About
Jeffrey Miller is a financial advisor at Windmiller with seven years of industry experience. He holds a Series 65 designation and has worked at Sound Financial Group and UnitedHealthcare, among other roles. In addition to his advisory duties, he is licensed as an insurance agent. Windmiller provides investment management and financial planning services to a diverse client base, including pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and individuals. The firm employs a combination of model strategies, fundamental and technical analysis, and a proprietary sector-growth consensus model, while also offering tax preparation and planning services alongside insurance-licensed advice.
Expertise
Based on Windmiller
Wealth management
Life insurance needs analysis
College savings (529s, UTMA, etc.)
Annuities
Fee options
Financial planning fees range from $2,500 to $5,000 fixed fees
$0 - $1,000,000: 0.99% total annual fee (0.84% WindMiller fee + 0.15% platform fee) $1,000,001 - $2,000,000: 0.69% total annual fee (0.54% WindMiller fee + 0.15% platform fee) $2,000,001+: 0.39% total annual fee (0.24% WindMiller fee + 0.15% platform fee)
Insurance products commissions (conflict of interest disclosed)
Location
8197 S Summit Dr
Morrison, CO 80465
Most active in
Jeffrey M has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Windmiller LLC
2024 - Present (2 years)
Sound Financial Group
2024 - 2024 (1 year)
Sound Financial Group
2018 - 2024 (6 years)
Business & Insurance Consulting
2017 - 2018 (1 year)
Consulting
2017 - 2018 (1 year)
UnitedHealthcare
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Darren S
Series 66
Denver, CO
Aviator Wealth Group
Stephen S
Series 63, Series 65
Highlands Ranch, CO
Evergreen Investment Management, LLC
Joseph D
Series 65
Highlands Ranch, CO
Tree Line Strategy Group LLC
Steven F
Series 63, Series 65
Evergreen, CO
Fossel Capital Management LLC
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