Miles L. Ball, CFP^®

CMFC

Senior Partner

Wealth Management Consultants, LLC

1621 South University Boulevard, Suite A-2
Mobile, AL 36609

(251) 476-2131

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Miles Ball is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Consultants, LLC in Mobile, AL and the surrounding communities.

Financial Advisor Overview

Miles L. Ball, CFP,CMFC is a Senior Partner at Wealth Management Consultants, LLC. He specializes in personalized planning for a variety of clients, including dual income families, professionals, business owners, pre-retirees and retirees. Providing services to clients in various states with income ranges from modest to wealthy. He also conducts financial workshops for corporations and civic organizations in the Mobile area. In addition, he published various articles in newspapers and magazines on financial planning. His experience has provided him with in-depth knowledge in planning for retirement, college, investment strategies, tax management, estate planning, business planning and employee benefits. Miles L. Ball is a member of the Financial Planning Association (FPA), Institute of Certified Financial Planners (ICFP), USA Alumni Association and the Mobile Chamber of Commerce. Initial consultations are provided at no charge.

Financial Advisor Experience

Over 30 years experience serving clients with all aspects of financial planning. Prior to starting his practice, he had seven years experience of business ownership and upper level management.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CMFC

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Disaster Recovery, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households