Daniel S. Miller, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional at Milestone Financial Group, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • CERTIFIED FINANCIAL PLANNER TM
    CERTIFIED FINANCIAL PLANNER Board of Stadards
    Jan, 2008
    - Nov, 2024

Experience

  • Milestone Financial Group, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CERTIFIED FINANCIAL PLANNER™ Professional
      • Apr 2004 - Present

      President and Lead Financial Planner President and Lead Financial Planner

  • USA Financial Securities Corporation
    • Red Oak, Iowa
    • CERTIFIED FINANCIAL PLANNER™ Professional
      • May 2016 - Present

      President and Lead Financial Planner President and Lead Financial Planner

  • Voya Financial Advisors
    • CERTIFIED FINANCIAL PLANNER™ Professional
      • 2004 - 2016

      President and Lead Financial Planner President and Lead Financial Planner

  • Houghton State Bank
    • Red Oak, Iowa
    • Vice President
      • Apr 1999 - Mar 2004

      Commercial & Agricultural Lender, Compliance Officer Commercial & Agricultural Lender, Compliance Officer

  • Farmers State Bank of Northern Missouri
    • Savannah, MO
    • Vice President
      • Apr 1993 - Mar 1999

      Commercial & Agricultural Lender Commercial & Agricultural Lender

Education

  • Kansas State University
    Bachelors of Science, Animal Science and Business
  • College for Financial Planning: CFP® Certification Curiculum
  • Dale Carnegie Training
  • Kansas State University
    Bachelor of Science
  • Missouri School of Banking

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