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Joel Stephen Miller

Core Planning

Minnetonka, MN

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-26
MO RA APPROVED 2024-11-26
  • MN RA
    APPROVED
    Since 2025-03-26
  • MO RA
    APPROVED
    Since 2024-11-26

Branch Locations

Minnetonka, 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
The Vanguard Group, Inc. Charlotte NC 08/2017 04/2021
Student Lynchburg VA 04/2011 08/2017
Liberty University Lynchburg VA 08/2013 05/2017
Facet Wealth Baltimore MD 04/2021 10/2024
Core Planning, Llc. St. Louis MO 11/2024 Present
  • 08/2017 → 04/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 04/2011 → 08/2017
    Student
    Lynchburg, VA
  • 08/2013 → 05/2017
    Liberty University
    Lynchburg, VA
  • 04/2021 → 10/2024
    Facet Wealth
    Baltimore, MD
  • 11/2024 → Present
    Core Planning, Llc.
    St. Louis, MO
Previous Registrations
  • 2021-05-03 → 2024-11-05
    Facet
    Charlotte, NC
    West Palm Beach, FL
    Minnetonka, MN
  • 2020-02-13 → 2021-04-29
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-12
S63 Uniform Securities Agent State Law Examination 2017-09-20
  • S66 Uniform Combined State Law Examination
    2020-02-12
  • S63 Uniform Securities Agent State Law Examination
    2017-09-20
Designations
Other Names
  • Joel Miller

View on SEC IAPD

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