Chad Howard Milling

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/1994 → Present
  Mccloskey Agency
  Newport Beach, CA
• 09/1994 → Present
  Tax & Financial Services
  Newport Beach, CA
• 01/2010 → Present
  Highmark Financial Solutions Group;
  Dana Poin, CA
• 07/2014 → Present
  Best Practices Of America, Llc
  Poway, CA

Previous Registrations

• 2003-09-05 → 2005-12-02
  Tower Square Securities, Inc.
  San Diego, CA
• 2003-03-06 → 2003-08-29
  Securian Financial Services, Inc.
  San Diego, CA

Other Businesses

CHAD MILLING; DBA HIGHMARK FINANCIAL SOLUTIONS GROUP; 34188 PACIFIC COAST HWY, SUITE D DANA POINT, CA 92629; START DATE ; 01/2010;INSURANCE SALES/LONG TERM CARE;LIFE AGENT;120HRS/MO;120HRS/MO DURING TRADING;;IR

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-04
• S63 Uniform Securities Agent State Law Examination
  1995-02-22

Designations

• Certified Financial Planner