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Featured Business Financial Advisor in Dublin, OH
Dublin Financial Advisors
Mills Financial Planning,Inc.
545 Metro Place South, Suite 100
Dublin, OH 43017
(614) 581-8654
“Retirement Planning Specialist”
Advisor Profile
Brian Mills
Name:  Brian Mills
Phone Number:  (614) 581-8654
Website:  Visit Website
Disclaimer
Securities and Advisory services offered through Cetera Advisors LLC., member FINRA/SIPC. Cetera is under separate ownership from any other entity.

About Mills Financial Planning,Inc.

We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years.

Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. For several years, he?s been a treasurer for the Worthington Kilbourne High School Baseball Diamond Club, a Boy Scouts of America volunteer, and Elder for his church.
 

General Information

States Willing to do Business in:    OH
Name of Broker/Dealer:    Cetera Advisors, LLC
I work with the following types of clients:    Individual Investors
Number of Years with Current Firm:    9
Name of Custodial Firm:    Pershing
States Licensed in:    OH, FL,IN,PA
CRD#:    2071799
Gender:    Male
Years of Experience in Financial Services:    27
 

Education

Academic Background
 
BS- Purdue University Financial Planning
 

Services

I can meet clients in the following ways:    Via email, Via phone, At my office, At your home
Investment Types:    Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Church Jesus Christ of Latter Day Saints
Financial Organization Memberships:    Financial Planning Association (FPA)
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Securities Licenses:    Series 6, Series 7, Series 63
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
 

Firm Information

Firm's Number of Planning Clients:    56
Firm's Number of Clients:    135
 

Compliance

I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    $250
Fee Structure:    Fee-Based
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Hourly, Commissions
Hourly Rate:    $100
 
 
 

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