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Donald Joseph Miller

Madison Investment Advisors, LLC

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About Donald Joseph Miller

Donald Joseph Miller is an Investment Advisor Representative registered with Madison Investment Advisors, LLC in Scottsdale, Arizona and Madison, Wisconsin. Donald has been in the industry since November 2010. Donald has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination.

Firm Information

Donald Miller is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Miller’s Registration & Firm History

AZ

01/16/2015 - Present

Madison Investment Advisors, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 07/07/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/1993

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Joseph Miller.
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