RM
RM
Randall Miller
40 Years of Experience
Sheboygan, WI
1 Disclosure
Randall Miller is a registered investment advisor at Financial Planning Center, based in Sheboygan, WI, with 40 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $9M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$995K average
Assets Under Management
$9.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sheboygan, WI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 1995Award / Judgment
Other Business Activities
Randall worked as a part-time respiratory therapy assistant at Waukesha Memorial Hospital from 2008 to 2010. He also worked as a part-time respiratory therapist at St. Francis Hospital from 2010 to 2013.
Employment History
Current Registrations
Financial Planning Center
July 2013 - Present · 12 yrs 9 mos
Previous Registrations
Cfo Solutions of Arizona, LLC
April 2008 - November 2010 · 2 yrs 7 mos
D.H. Hill Securities LLPBroker
December 2007 - December 2007 · 0 mos
Greenbook Investment Management, INC.
September 2004 - September 2006 · 2 yrs
Xelan Financial Planning, INC.
January 2003 - December 2004 · 1 yr 11 mos
Xelan Investment Services, INC.
January 2002 - January 2003 · 1 yr
Packerland Brokerage Services, INC.
August 1997 - July 2013 · 15 yrs 11 mos
Packerland Brokerage Services, INC.Broker
January 1997 - July 2013 · 16 yrs 6 mos
Visun Securities CorporationBroker
July 1989 - December 1996 · 7 yrs 5 mos
Fsc Securities CorporationBroker
December 1987 - July 1989 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
September 1985 - January 1988 · 2 yrs 4 mos
Ids Financial Services INC.Broker
September 1985 - December 1986 · 1 yr 3 mos
State Registrations1 state
WI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.