Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas John Miller is a financial advisor with over 20 years of experience in the industry. Thomas is a registered representative with Eagle Strategies LLC, a firm that provides a wide range of financial services, including financial planning, portfolio management, and educational seminars. Thomas is also a Certified Financial Planner. In addition to his work with Eagle Strategies LLC, Thomas has held previous positions with Waddell & Reed, Inc., USAllianz Securities, Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Thomas is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
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.
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2
MT
05/11/2012 - Present
Eagle Strategies LLC (BOZEMAN MT)
MN
12/20/2006 - 01/23/2008
WADDELL & REED, INC. (BLOOMINGTON MN)
MN
09/22/2004 - 10/27/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
WI
08/23/1999 - 09/23/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/28/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 01/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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