Deanna Jean Miller

Simon Quick Advisors, LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Simon Quick Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

803 clients

Average Client Portfolio

$8.4M average

Assets Under Management

$6.7B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$20,000

Location

Elkhorn, WI

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.

Employment History

Current Registrations

Simon Quick Advisors, LLC

June 2025 - Present · 8 mos

Previous Registrations

Proquility Private Wealth Partners, LLC

February 2024 - June 2025 · 1 yr 4 mos

Form Wealth Advisors, LLC

June 2023 - September 2023 · 3 mos

Raymond James Financial Services Advisors, INC

November 2016 - September 2023 · 6 yrs 10 mos

Raymond James Financial Services, INC.Broker

May 2016 - September 2023 · 7 yrs 4 mos

State Registrations2 states

NVWI

Advisor

Exams

No exam information available for this advisor.