Evan Zackary Miller

Current Employers

Employment History

• 04/2003 → 09/2023
  Fmb Wealth Management (Fka Fields Financial)
  Westlake Village, CA
• 06/2012 → 09/2023
  Fmb Retirement Services, Inc.
  Westlake Village, CA
• 01/2025 → 09/2025
  Avantax Investment Services Inc
  Westlake Village, CA
• 01/2025 → 09/2025
  Avantax Advisory Services
  Westlake Village, CA
• 01/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Westlake Village, CA
• 04/2024 → Present
  Aem Capital Group
  Westlake Village, CA
• 09/2023 → 03/2024
  Unemployed
  Westlake Village, CA
• 01/2025 → Present
  Bruno Financial
  Westlake Village, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Westlake Village, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-03 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Westlake Village, CA
• 2005-02-22 → 2023-09-25
  Fmb Wealth Management
  Westlake Village, CA
  Westlake Village, CA
• 2012-07-18 → 2023-09-25
  Fmb Retirement Services
  Westlake Village, CA
• 2004-07-16 → 2005-05-26
  Financial West Group
  Westlake Village, CA

Other Businesses

1)BRUNO FINANCIAL POSITION: Financial Advisor/CFP NATURE: Bruno Financial offer financial planning, retirement planning, and investment related tax planning. We build and manage clients portfolios to suit their needs and overall financial plan. Please refer to the about section on the company's website brunofinancial.net. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/06/2025 ADDRESS: 141 Duesenberg Dr., Suite 8, Westlake Village CA 91362, United States DESCRIPTION: Providing financial planning to clients Discussing Investment options Implementing Investment portfolios Reviewing and rebalancing Investment Portfolios Preparing and presenting financial projections using Emoney or another Avantax approved financial projection/planning software. Please refer to company website brunofinancial.net I will be working with Mr. Bruno and clients on all aspects of our client services 2) AEM CAPITAL GROUP POSITION: Manager or Member NATURE: We provide advice and analysis during Divorce to help people make financial decisions during the divorce process. We provide analysis (spreadsheets) and Financial projections to help people or couples evaluate the future financial impact of different options for asset division, child support and spousal support during their divorce. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/19/2024 ADDRESS: 31944 Village Center Drive, Westlake Village CA 91361, United States DESCRIPTION: Prepare and present analysis of financial issues during divorce Work with clients meditators or attorneys to help work through financial issues and decisions during dovirce Help clients understand and make decisions on asset division during divorce Help client understand the financial impact of different asset division

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-01
• S66 Uniform Combined State Law Examination
  2003-12-18

Designations