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Anita Kathleen Miller

Advisor at Ameriprise — Enterprise, KS

Updated today

Credentials

Series 66

Experience

28 years

Location

Enterprise, KS

Ameriprise logo

Ameriprise

Institution

Total advisors

13,128

Across 4,275 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Anita Miller is a Series 66-licensed financial advisor with Ameriprise in Enterprise, Kansas, bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 1998. Outside of her advisory role, she serves on the boards of the Community Foundation of Dickinson County and the Memorial Health System Foundation, and is involved in co-owning and managing local business ventures. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Enterprise, KS

Enterprise KS

Advisors at this office

1

Most active in

Kansas · Texas

Work history

28 years of industry experience

Ameriprise

2020 - Present • 6 years

Abilene, KS

Ameriprise Financial Services, Inc.

1998 - 2020 • 22 years

Wichita, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Patricia O

Series 63, Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Patricia Omalley is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Benjamin F. Edwards since 2013, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including advisory programs, financial planning, retirement plan consulting, investment management, and brokerage services, utilizing both proprietary and third-party investment strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
user avatar

Amanda C

Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Amanda Cormack is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she serves as a substitute pianist and preacher at the First United Methodist Church of Abilene. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management consulting, brokerage services, and certain M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner

Bryce K

CFP®, Series 66

Abilene, KS

Edward Jones

Bryce Koehn is a CFP® and holds a Series 66 license, with 18 years of experience in the financial industry. He has been with Edward Jones since 2008, working out of Abilene, KS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides affiliated capabilities including mutual funds, a trust company, and securities-based lending.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey H

CFP®, Series 63, Series 66

Abilene, KS

Ameriprise

Jeffrey Hoover is a CFP® professional with 30 years of industry experience, currently serving at Ameriprise since 2013. He holds Series 63 and Series 66 licenses and is based in Abilene, KS. Hoover is also involved in fiduciary activities as a trustee. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement who meet specific asset criteria, providing tailored, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement income strategies, primarily for clients with assets managed within Ameriprise.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Nicole P

ChFC®, Series 66

Junction City, KS

Edward Jones

Nicole Printz is a financial advisor with Edward Jones in Junction City, KS, holding the ChFC® designation and Series 66 license. She has seven years of industry experience, all with Edward Jones. Outside of her advisory role, she owns a part-time photography business providing portraits and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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Travis S

Series 66

Abilene, KS

LPL Financial

Travis Sawyer is a financial advisor with LPL Financial in Abilene, Kansas, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Waddell & Reed, Inc. and involvement with the Abilene Area Chamber of Commerce and the City of Abilene Planning Commission. He also serves as a fiduciary trustee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions with access to model portfolios, third-party subadvisors, and various institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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