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Anita Miller

Advisor at Ameriprise

Updated today

Location

Enterprise, KS

Credentials

Series 66

Industry experience

27 years

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

Enterprise, KS

Most active in

Kansas · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

1998 - 2020 (22 years)

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 with Benjamin F. Edwards & Company, Inc. in Abilene, Kansas. She holds Series 63 and Series 66 licenses and has 34 years of industry experience, including over a decade at Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs, financial planning, and investment management services that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Amanda C

Series 66

Abilene, KS

Benjamin F. Edwards & Company, Inc.

Amanda Cormack is a financial advisor at Benjamin F. Edwards & Company, Inc. with 11 years of industry experience. She holds a Series 66 designation and 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 SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment management solutions that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) 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 at Edward Jones in Junction City, KS, holding the ChFC® designation and Series 66 license with seven years of industry experience. Before joining Edward Jones in 2016, she worked at Nuance Transcription Services for five years. Outside of advisory work, she owns a small part-time photography business providing portraits and serves as managing member of NJP, LLC, overseeing a commercial rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm is notable for its extensive national network of advisors and branches, as well as its affiliated services including a trust company, mutual funds, and securities-based lending.

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

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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