Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Millard is a financial advisor with over 24 years of experience in the financial services industry. Michael is currently registered with IP Financial Advisory Services LLC. Michael has held previous positions at Allstate Financial Services, LLC, Veritas Independent Partners, LLC, BANCWEST INVESTMENT SERVICES, INC. and AXA ADVISORS, LLC. Michael is a Registered Representative and holds the Series 66, Series 7 and Series 1 licenses. Michael provides financial planning, portfolio management for businesses and individuals, and consulting services to qualified retirement plans.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
SD
06/03/2021 - Present
IP Financial Advisory Services LLC (Sioux Falls SD)
SD
09/10/2019 - 05/12/2021
ALLSTATE FINANCIAL SERVICES, LLC (Sioux Falls SD)
AR
11/03/2017 - 12/31/2018
VERITAS INDEPENDENT PARTNERS, LLC (CONWAY AR)
MN
12/13/2010 - 09/21/2016
BANCWEST INVESTMENT SERVICES, INC. (WORTHINGTON MN)
SD
06/15/2009 - 12/07/2010
AXA ADVISORS, LLC (SIOUX FALLS SD)
NA
04/24/1991 - 06/17/1994
MONY SECURITIES CORP.
NA
11/24/1987 - 09/25/1990
METLIFE SECURITIES INC.
NA
11/24/1987 - 09/25/1990
METROPOLITAN LIFE INSURANCE COMPANY
NA
10/20/1980 - 12/15/1987
EQUICO SECURITIES, INC.
NA
07/16/1980 - 12/12/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 07/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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