Advisor at Financial Planning Center
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Firm
Financial Planning Center
Location
Sheboygan, WI
Credentials
Series 63, Series 66
Industry experience
40 years
Randall Miller is a financial advisor at Financial Planning Center with 40 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of finance, he worked part-time as a respiratory therapist at Waukesha Memorial Hospital and St. Francis Hospital from 2008 to 2013. Financial Planning Center provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, businesses, pension plans, and other advisers. The firm uses a total-return, diversified asset-allocation approach with an emphasis on yielding securities and manages client assets on a non-discretionary basis.
Based on Financial Planning Center
$0 - $499,999.99: 1.10% $500,000 - $999,999.99: 0.90% $1,000,000 - $2,499,999.99: 0.70% $2,500,000 - $4,999,999.99: 0.60% $5,000,000+: 0.50%
Fee-only: Advisory fees charged quarterly in arrears based on tiered percentage of assets under management; fees generally negotiable.
Sheboygan, WI
Wisconsin
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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.
Series 66
Sheboygan, WI
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Series 63, Series 66
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The Olympia Group LLC
Series 63, Series 65
Adell, WI
Luedtke & Associates
Series 63, Series 65
Adell, WI
Luedtke & Associates
Series 63, Series 65
Adell, WI
Luedtke & Associates
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