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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 an investment advisor representative registered with Edelman Financial Engines in Colorado Springs, Colorado. Gary has over 20 years of experience in the financial services industry, working for firms like Country Capital Management Company, American Century Investment Services Inc., and First American National Securities, Inc. Gary holds licenses for Series 6, 63, 26, and 65 exams, indicating his expertise in a variety of financial services areas. Gary also has experience working as a financial advisor for The Mutual Fund Store-Denver, LLC and TMFS Advisors, LLC. Gary's areas of specialization include retirement planning, investment management, college savings, and estate planning.
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 6/19/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/6/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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