About My Practice
Charles D. Miller, CFP®, MBA- Financial Advisor
I work with mature individuals who want to plan for their money to support the lifestyle they choose, and who want strategies to reduce the impact of taxes and inflation on their income. Together, we explore the financial alternatives available, so they can make solid decisions about where and how they want to put their money to work.
Mission Statement-My mission is to help clients plan for their financial objectives-prudently and thoughtfully-through a long-term relationship based on experienced and knowledgeable advice.
Specialization-Personal financial planning including planning for retirement, retirement income strategies, tax management strategies, asset allocation and preservation, and estate strategies.
I will provide a complimentary initial consultation to prospective clients so that we may determine if their needs and my practice are well-matched. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Personal-Married with 4 children.
Received a Bachelor's degree in Political Science from the University of Missouri-Columbia in 1985 and an MBA from Washburn University, Topeka, KS, in 1995. Served as a Regular Army Officer from July 1986 through March 1996. Joined Ameriprise Financial as a financial advisor in May 1996. Retired as a lieutenant colonel from the United States Army Reserve in May 2011.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: KS,MO,OH,TX,NM,CO,NC,WI, Health/disability insurance: KS,MO,OH,TX,CO,NM,NC,WI, Fixed annuities: KS,MO,OH,TX,CO,NM,NC,WI, Variable annuities: KS,MO,OH,TX,CO,NM,NC,WI
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Accredited Portfolio Management Advisor (APMA)
Ameriprise Financial Services, Inc.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.