wiseradvisor

Brian Mills, CFP®, CERTIFIED FINANCIAL PLANNER
Mills Financial Planning,Inc.

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

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.


General Information

Firm Start Year:   1998
No.of Employees:   1
Gender:   Male
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:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning, Retirement Planning, Portfolio Management, 401K Rollovers, Insurance Products & Annuities, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Wealth Management


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:   Variable Life, Variable Annuity, Long Term Care, Life, Disability, Annuity
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.
  • 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? Financial Planning,Wealth Management,Insurance Planning and Estate Planning
  • How are you compensated? How will I pay for your services? 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

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

Check

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