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Invested Better

Joel Miller

VerifiedPremier Advisor

Premier Advisor

Core Planning

Specializations
Financial Planning Services
Portfolio Management for Individuals

About Joel Miller

Life is too short to do it alone. Let's do it together! My passion in life is building relationships and creating memories along the way. I am extremely blessed to use my energy & enthusiasm to assist individuals and families with their personal finances. I'm here for you if you don't have the time, willingness, or ability to manage your finances on your own. I am deeply grateful for the opportunity to work with two outstanding organizations, Vanguard and Facet, throughout my career. These experiences instilled in me a strong work ethic and a commitment to delivering exceptional value to my clients. Since earning my CFP® designation in early 2020, I've been dedicated to applying these lessons to serve others. Outside of work, my wife Sam and I love to stay active with our two boys, Parker and Brady! My current favorite activities are competing in 70.3 Half Ironman Triathlons and Pickleball. As a devout Christian, I love to lead Men's Bible studies and dive into scripture to learn & grow in my faith. My favorite quote: “A goal without a plan is just a wish.” - Antoine de Saint-Exupéry

Firm Information

Joel Miller is currently registered with Core Planning. Core Planning is an investment advisor with a focus on financial planning and portfolio management for individuals and high-net-worth individuals. They manage over $62 million in assets for 756 clients. The firm has 4 licensed agents and 32 investment advisor representatives.

$62.25M

Assets Under Management

Not reported

Total Clients

29

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

Joel Miller’s Registration & Firm History

MN

11/26/2024 - Present

Core Planning (Minnetonka MN)

NC

10/04/2017 - 04/29/2021

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

NA

04/19/2021 - 10/31/2024

Facet

Licenses & Designations

BOTH

Issued 02/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joel Miller.