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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Ernest Mills is a financial advisor with Edelman Financial Engines. Gary has been in the financial industry for over 25 years. Gary holds Series 6, 26, 63, and 65 licenses and is registered in Colorado and Texas. Gary has previously worked with Country Capital Management Company and American Century Investment Services Inc. Gary specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CO
03/22/2017 - Present
Edelman Financial Engines (COLORADO SPRINGS CO)
IL
03/02/2004 - 06/05/2006
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
MO
11/09/1998 - 07/18/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NA
12/07/1984 - 05/26/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 10/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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