Shanna Stanford Miller

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2017 → Present
  Ameriprise Financial Services, Llc
  Mckinney, TX
• 02/2017 → 03/2017
  Unemployed
  Plano, TX
• 07/2015 → 01/2017
  Northwestern Mutual
  Frisco/Highland Park, TX

Other Businesses

Outside Employment; Windfall Profit, LLC; I am the Client Concierge of Encircle Wealth Advisors owned by franchisee Sam Thornal. I primarily deal with the administrative tasks related to practice client base at Sam's direction.; Manage advisory business; 8751 Collin McKinney Pkwy, Suite 302, McKinney, TX, 75070; Investment-Related; 04/12/2017; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-04

Other Names

• Shanna Stanford Miller
• Shanna Melissa Stanford
• Shanna Miller