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Inactive

Zachary Callahan Miller

Upstream Financial Advisors LLC

Waconia, MN

Victoria, MN

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Current Employers
Upstream Financial Advisors Llc

Victoria, MN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-30
MN RA APPROVED 2024-04-03
  • TX RA
    APPROVED_RES
    Since 2025-04-30
  • MN RA
    APPROVED
    Since 2024-04-03

Branch Locations

Waconia, MN • United States

Victoria, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Miller Tax & Consulting Pllc Waconia MN 11/2015 Present
Miller Wealth Management Llc Waconia MN 09/2021 07/2024
Upstream Financial Advisors Llc Victoria MN 09/2023 Present
Avantax Advisory Services Waconia MN 09/2021 04/2024
  • 11/2015 → Present
    Miller Tax & Consulting Pllc
    Waconia, MN
  • 09/2021 → 07/2024
    Miller Wealth Management Llc
    Waconia, MN
  • 09/2023 → Present
    Upstream Financial Advisors Llc
    Victoria, MN
  • 09/2021 → 04/2024
    Avantax Advisory Services
    Waconia, MN
Previous Registrations
  • 2021-09-24 → 2024-04-22
    Avantax Advisory Services
    Waconia, MN
Other Businesses

1) UPSTREAM FINANCIAL ADVISORS LLC POSITION: President NATURE: Financial Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 1134 Fieldgate Rd, Waconia MN 55387, United States DESCRIPTION: Sole owner - Financial Advisory practice - Inactive LLC at time of filing,

Designations
Other Names
  • Zachary C Miller

View on SEC IAPD

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