Isaac Nathan Miller

Current Employers

Employment History

• 10/2015 → 04/2020
  The Lake Club
  Youngstown, OH
• 05/2020 → 01/2021
  Mass Mutual
  Boardman, OH
• 02/2021 → 12/2024
  Evolution Financial Group
  Media, PA
• 09/2023 → Present
  Isaac Miller Financial Llc
  Columbus, OH
• 06/2026 → Present
  Solyco Wealth Llc
  Westerville, OH

Other Businesses

I engage in insurance-related business activities as a licensed insurance broker through approved insurance contracts and carrier appointments. This includes life insurance, disability insurance, annuities, and related insurance planning. Insurance compensation, when applicable, is paid directly by the insurance carrier and not billed to the client as an investment advisory fee. These insurance activities are separate from investment advisory services. Any investment advice, securities-related recommendations, or asset management services will be conducted only through my registered investment adviser affiliation once approved. I may also provide non-securities financial planning support, financial education, estate planning coordination, and planning software support, including helping clients organize information and use third-party planning tools such as Wealth.com. I do not provide legal advice, tax advice, or securities recommendations through these non-advisory activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-12

Other Names

• Isaac Miller