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Brian Mills, CFP®
Mills Financial Planning,Inc.

Tel: 614-504-0402
5910 Wilcox Place
Suite F
Dublin, OH 43016

Retirement Planning Specialist


About Brian Mills

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.


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.

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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
Work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Education Funding and Planning, Wealth Management, 401K Rollovers

Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Annuities, Insurance
Can meet clients in the following ways:   Your Home, Our Office, Via Phone, Your Office, Via Email, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
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

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.

Why should I choose you as my financial advisor?

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 are your qualifications? What is your education background?

We develop a comprehensive financial plan for our clients, including cash flow,taxes, estate planning, insurance and long term projections using reasonalbe growth rates.

How do you charge for your services?

I charge a financial planning fee and i am compensated by investments that are sold. I will discuss how I am paid in every transaction. I keep the clients best interests in mind.

How are you compensated? How will I pay for your services?

Fee only and Fee based.

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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.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 8:00 PM
Tue. 9:00 AM - 8:00 PM
Wed. 9:00 AM - 8:00 PM
Thu. 9:00 AM - 8:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Serving Columbus Ohio a and clients throughout Ohio

Compensation Arrangements

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