Daniel S. Miller,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel S. Miller, CFP®

President

Miller Financial Group, Inc.

505 N 3rd St, Box 637
Red Oak, IA 51566

Miller Financial Group, Inc.

2211 Capehart Rd, Ste 105
Bellevue, NE 68123-2164
FINANCIAL ADVISOR'S WEBSITE
(800) 347-9511
(712) 623-5726 (402) 991-9020
CONNECT WITH Daniel
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General

Daniel Miller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Miller Financial Group, Inc. in Red Oak, IA and the surrounding communities.

Financial Advisor Overview

Dan serve's as President of Miller Financial Group, Inc., co-owned and managed with his wife Denise. Miller Financial Group, Inc.'s predecessor firm was originated in 1963, Dan joined the firm in 2004, and purchased the firm in 2013. Miller Financial Group, Inc. has 3 registered offices in IA, NE, and MO and a staff of 7. The firm serves the needs of clients throughout the entire country.

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Financial Advisor Experience

Dan Miller has been working in financial services for over 20 years. Starting in the banking field, he then moved into financial planning and investment services in 2004. Dan works throughout the United States assisting clients prepare for retirement and other of life's transitions. Dan earned his CFP designation in 2007 and is a strong advocate for utilizing financial and retirement income planning prior to formulating an investment strategy.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IA, NE, MO, KS, SD
  • Health/disability insurance: IA, NE, MO, KS, SD
  • Fixed annuities: IA, NE, MO, KS, SD
  • Variable annuities: IA, NE, MO, KS, SD

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Daniel S. Miller is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp. (Member FINRA/SIPC). USA Financial Securities is a registered is a registered investment advisor located at 6020 East Fulton St., Ada, MI 49301. Miller Financial Group, Inc. is not affiliated with USA Financial Securities.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Men's Finances, Women's Finances

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Helpful Financial Planning Resources