Eaton Lloyd Miller

Employer firm

Planwell Financial Guidance, LLC CRD 293932

$55.6M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 09/2018
  Superior Financial Llc
  Rochester, MN
• 03/2018 → Present
  Planwell Financial Guidance, Llc
  Blooming Prairie, MN

Previous Registrations

• 2014-01-13 → 2018-07-26
  Superior Financial, Llc
  Rochester, MN
  Blooming Prairie, MN
  Blooming Prairie, MN
  Hayfield, MN

Other Businesses

Eaton Lloyd Miller is currently the Managing Member/Landlord for ELATIONPLACE LLC, Property Management. This is non-investment related; same as principal office; real estate rental; start date: 01/2017;5-8hr/month, 1hr/month during securities trading hours; property management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-29
• S63 Uniform Securities Agent State Law Examination
  2004-07-16

Designations

• Certified Financial Planner