Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Brett McMillan is an investment advisor representative with LPL Financial LLC in LAWRENCE, KS. Rodney has over 5 years of experience in the financial services industry. Rodney has passed the Series 7TO, Series 6TO and SIE exams. Rodney has been registered with FINRA since 10/31/2023. Previously, Rodney was registered with CreativeOne Securities, LLC and Northwestern Mutual Investment Services, LLC. Rodney specializes in providing investment advice to individuals, corporations, and other businesses, as well as pension and profit-sharing 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
11/15/2024 - Present
LPL Financial LLC (LAWRENCE KS)
KS
11/14/2022 - 10/20/2023
CREATIVEONE SECURITIES, LLC (OVERLAND PARK KS)
KS
08/15/2019 - 11/07/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)
BC
Issued 11/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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