Advisor at Planned Security Advisors LLC
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Firm
Planned Security Advisors LLC
Location
Cottonwood Heights, UT 84121
Credentials
Series 63, Series 65
Industry experience
31 years
Ronald Mills is the principal of Planned Security Advisors LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at LifePro Asset Management, Ameriprise Financial Services, and LPL Financial. In addition to his advisory work, he maintains an active insurance practice as a licensed agent. Planned Security Advisors LLC offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm provides ERISA 3(38) investment management and employs a combination of analytical methods to tailor investment advice to client objectives and risk tolerances.
Based on Planned Security Advisors LLC
Based on Planned Security Advisors LLC
Financial planning fees up to $3,000 based on complexity and client needs
1.60% annually, billed quarterly in advance at 0.4% per quarter
2825 Cottonwood Parkway, #517
Cottonwood Heights, UT 84121
Arizona · Colorado · Idaho · Nevada · Utah
Planned Security Advisors LLC
2024 - Present (2 years)
Planned Security Advisors LLC
2024 - Present (2 years)
LifePro Asset Management, LLC
2022 - 2024 (2 years)
Ameriprise Financial Services Inc
2017 - 2022 (5 years)
LPL Financial
2011 - 2017 (6 years)
Ron Mills, Sole Proprietor dba Planned Security Resources
1996 - Present (30 years)
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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.
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