Michael Anthony Millard

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

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

Current Employers

Employment History

• 12/2010 → 09/2016
  Bank Of The West
  Huron, SD
• 12/2010 → 09/2016
  Bancwest Investment Services
  Huron, SD
• 09/2017 → 08/2019
  Veritas Independent Partners
  Conway, AR
• 09/2016 → 09/2017
  Valley Advisors
  Sioux Falls, SD
• 09/2019 → 05/2021
  Allstate Insurance Co
  Sioux Falls, SD
• 06/2021 → Present
  Innovation Partners, Llc
  Charlotte, NC
• 06/2021 → Present
  Ip Financial Advisory Services, Llc
  Charlotte, NC

Previous Registrations

• 2019-09-12 → 2021-05-12
  Allstate Financial Advisors, Llc
  Sioux Falls, SD
• 2018-01-26 → 2018-12-31
  Trutoro
  Sioux Falls, SD
  Conway, AR
  Conway, AR
• 2010-12-14 → 2016-09-21
  Bancwest Investment Services, Inc.
  Windom, MN
  Lakefield, MN
  Marshall, MN
  Ivanhoe, MN
  Minneota, MN
  Worthington, MN
  Huron, SD
  Redfield, SD
  Clark, SD
  Gettysburg, SD
• 2009-07-30 → 2010-12-07
  Equitable Advisors, Llc
  Sioux Falls, SD
  Sioux Falls, SD

Other Businesses

MICHAEL MILLARD RENTAL POSITION: Joint Owner with my wife NATURE: For the past 14 years my wife and I have jointly own a property in Mesa, AZ. We rent the property out, collect rent and make disbursements as appropriate for the property (association fees, taxes, insurance, maintenance, etc.) The property is on a 28 year depreciation schedule.We have had the same renters for years. There is very little monthly or annual work associated with maintaining this property. It is a1 bedroom property in a 55+ gated community. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 5001 E. Main, 638 Aero, Mesa AZ 85205, United States DESCRIPTION: Because we have had the same renters for a number of years, no effort is spent finding new renters. Our duties are limited to paying quarterly association fees and any other bills associated with the property (taxes, insurance, etc.). VALLEY ADVISORS POSITION: Owner NATURE: Medicare advantage plans and associated products. Nearly all are located in Maricopa County, Arizona(Phoenix metro area). Conduct annual renewals, plan changes, etc as appropriate during the Annual Enrollment Period (AEP), 10-15 through 12-7. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 10/15/2016 ADDRESS: 4107 W. Newcomb St., Sioux Falls SD 57106, United States DESCRIPTION: Meet with clients and referrals, review their medicare healthcare needs make recommendations as appropriate and enroll, re-enroll and service members.

Exams

• S66 Uniform Combined State Law Examination
  2009-07-28

Other Names

• Mike Millard