Therese Jane Milad

Current Employers

Employment History

• 04/1984 → Present
  Therese Milad, Sole Proprietor
  Murray, UT
• 09/1999 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2018 → Present
  Fam3, Llc
  Murray, UT
• 04/2019 → Present
  Winchester Office Park Condominium
  Murray, UT
• 01/2017 → Present
  Therese Milad, Sole Proprietor
  Murray, UT
• 05/2000 → 05/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 05/2022 → Present
  Financial Network Wealth Advisors Llc
  Murray, UT
• 06/2023 → Present
  F&T Properties. Llc,
  Murray, UT

Other Businesses

(1) FIXED INSURANCE, LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE; ( 2) MEMBER OF THE ROTARY CLUB OF SUGARHOUSE, UT; (3) NAME OF OTHER BUSINESS: FINANCIAL PLANNING ASSOCATION (FPA) PRO BONO COMITTEE INVESTMENT RELATED: NO ADDRESS: 118 W WINCHESTER #1 MURRAY, UT 84107 NATURE OF BUSINESS: FINANCIAL EDUCATION START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: MEMBER OF PRO BONO COMMITTEE BRIEF DESCRIPTION OF DUTIES: TEACH COMMUNITY GROUPS IN ASPECTS OF FINANCIAL PLANNING (4) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 118 W WINCHESTER #1 MURRAY, UT 84107 NATURE OF BUSINESS: OFFICE RENTAL START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: MAINTAIN/UPKEEP OF OFFICE SPACE (5) NAME OF OTHER BUSINESS: FAM3, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY USED FOR TAX AND BUSINESS EXPENSE PURPOSES; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: OWNER / MANAGING MEMBER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING; (6) NAME OF OTHER BUSINESS: FPA OF UTAH INVESTMENT RELATED: NO ADDRESS: 9644 SHETTLESTON CIRCLE, SOUTH JORDAN, UT 84095 NATURE OF BUSINESS: FINANCIAL EDUCATION START DATE: 1/2018 POSITION/TITLE/RELATIONSHIP: PRO BONO DIRECTOR LESS THAN ONE HOUR PER WEEK, NONE DURING TRADING HOURS. BRIEF DESCRIPTION OF DUTIES: ORGANIZE CLASSES FOR THE FPA (7) NAME OF OTHER BUSINESS: WINCHESTER OFFICE PARK CONDOMINIUMS ; INVESTMENT RELATED: NO ADDRESS: 118 W. WINCHESTER ST #101. MURRAY UT 84107 ; NATURE OF BUSINESS: NON-PROFIT PROPERTY ; START DATE: 07/2019 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY MANAGING COMPANY, COLLECT DUES, HOLD BOARD MEETINGS. SIGNER ON BANK ACCOUNT ; (8) NAME OF OTHER BUSINESS: PLAN 4 WEALTH LLC DBA P4 WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; (9) NAME OF OTHER BUSINESS: PLANNING PATHWAYS LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: PASS THROUGH ENTITY ; START DATE: 05/2012 ; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER / OWNER ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: PASS THROUGH ENTITY FOR PAYROLL & BUSINESS EXPENSES ; (10) NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 05/2022, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; (11) NAME OF OTHER BUSINESS: F&T PROPERTIES. LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: REAL ESTATE, START DATE: 06/2023, POSITION/TITLE/RELATIONSHIP: MEMBER. MANAGER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: MAINTAIN THE INTEGRITY OF THE BUILDING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-04-16

Designations

Other Names

• Therese J Neumann
• Therese Neumann