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1001 W Michigan Ave, Marshall, MI 49068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| MI | RA | APPROVED | 2010-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Services, Llc. | Marshall | MI | 05/2007 | Present |
1) INSURANCE LICENSED 2) I'm on the Board of the Homer Area Community Foundation, a non-profit Foundations for the benefit of the Homer, Michigan community. I'm also on the Board of the Battle Creek Community Foundations, a non-profit Foundations for the benefit of the community of Battle Creek, Michigan and its surrounding areas. I serve as Trustee with no compensation on both Boards and commit 2-5 house per month to each Foundation. 3) Serves as the resident agent for a Foundation, In this capacity, Mr. Miller reviews and prepares financial and investment-related reports, assists with tax planning matters, and coordinates required regulatory and tax filings. Mr. Miller does not have authority to direct, withdraw, or transfer Foundation funds and does not have check writing authority. Mr. Miller receives fixed monthly compensation for these services. This does not exceed 5% of his time each month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
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