KM
ChFC
KM
ChFC

Kristina Elaine Miller

7 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
956 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
Loading...

Location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Kristina works as an assistant for CFO4LIFE Group, LLC, a registered investment advisor, and Ausdal Financial Partners, Inc, a broker-dealer. These activities take nearly full-time and about a quarter of her time, respectively.

Employment History
Current Registrations
Cfo4life
May 2021 - Present · 4 yrs 9 mos
Ausdal Financial Partners, INC.
July 2018 - Present · 7 yrs 7 mos
Ausdal Financial Partners, INC.Broker
July 2018 - Present · 7 yrs 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.