About My Practice
Fullen Financial Group was established in 2004 by Milt Fullen, who wanted to form a truly independent wealth management firm to provide financial advice without the distraction of company quotas or having to sell proprietary products. This provides the freedom necessary to develop personal solutions based on each individual’s circumstances and to apply independent methods and strategies to achieve your financial goals
Milt Fullen has over 30 years of experience in the financial services industry. Before establishing Fullen Financial Group he held various executive positions inside prestigious insurance and employee benefits organizations. In this capacity, he participated in the development, pricing and testing of many of today’s financial products. As a result he has a unique understanding of how most of today financial products can be expected to perform. He also takes education very seriously as he has earned and maintains through continuing education the most prestigious designations and qualifications in the financial planning and investment advisory industry.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: OH, Health/disability insurance: OH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Chartered Financial Consultant (ChFC®)
- Other - CASL, CLU
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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