wiseradvisor

Brian Mills
Mills Financial Planning,Inc.

Tel: (614) 504-0402
545 Metro Place South
Suite 100
Dublin, OH 43017

Retirement Planning Specialist


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

Firm Start Year:   1998
No.of Employees:   1
Insurance License#:   12755
Name of Broker/Dealer:   Cetera Advisors, LLC
Name of Custodial Firm:   Pershing
States Licensed in:   OH, FL,IN,PA
Number of Years with Current Firm:   10
I work with the following types of clients:   Individual Investors


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Life, Annuity, Variable Annuity, Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Church Jesus Christ of Latter Day Saints


Firm Information

Firm's Number of Clients:   135
Firm's Number of Planning Clients:   56
Assets Managed by Firm:   $33m
Advisor's Number of Clients:   125
Assets Managed by Advisor:   $33m


Compliance

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


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Commissions, Hourly
Fee % Based on Assets:   1.0
Hourly Rate:   $100
Additional Details on Charges:   I charge an hourly rate for comprehensive financial plans.
Minimum Fee Charged for Hourly Planning Accounts:   $500


Education

Bachelor of Science - Financial Counseling and Planning  Purdue Unviersity - West Lafayette, IN
8-1-1983- 8-9-1987

Master Degree - Financial Planning  College for Financial Planning - Denver,CO
8-3-2014- 3-6-2016



Faqs

  • Do you have a customer satisfaction or refund policy? Yes, I will refund fee is not completely satisfied. I want my clients to be good referral sources for my business.
  • What are your qualifications? What is your education background? I have a BS in Financial Planning from Purdue University. I have been in this business since 1987, and have helped clients weather many bad financial downturns. I recieved my Masters in Financial Planning in 2016 from the College for Financial Planning.
  • What is your approach to financial planning? We develop a comprehensive financial plan for our clients, including cash flow,taxes, estate planning, insurance and long term projections using reasonalbe growth rates.
  • What services do you offer? Financial Planning,Wealth Management,Insurance Planning and Estate Planning
  • How many clients do you currently manage? 135
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Disclaimer

Investment Adviser Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

Brian Mills

Brian Mills

CFP®, CERTIFIED FINANCIAL PLANNER" Certificant

Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has 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. He is currently teaching financial planning courses at Franklin University as an adjunct professor.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 8:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Serving Columbus Ohio a and clients throughout Ohio

Compensation Arrangements

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