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Brenda Kay Milner

Advisor at Fidelity — Johnsonville, IL

Updated today

Credentials

Series 66

Experience

7 years

Location

Johnsonville, IL

Fidelity logo

Fidelity

Institution

Total advisors

17,041

Across 1,877 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Brenda Milner is a Series 66 licensed financial advisor with seven years of industry experience, currently with Fidelity. Her prior roles include positions at Fidelity Brokerage Services LLC and several other firms, with experience spanning areas such as energy and consulting. Outside of her advisory work, she has been involved as a representative for Young Living, a company focused on essential oils and wellness. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including for registered investment companies and charitable funds.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Johnsonville, IL

Johnsonville IL

Advisors at this office

1

Most active in

Illinois · Texas

Work history

7 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Brokerage Services LLC

2019 - Present • 7 years

Weslake, TX

ConnectedMined

2019 - 2019 • 1 year

Dallas, TX

Premier Designs, Inc.

2018 - 2019 • 1 year

Irving, TX

Allegiance Title Company

2018 - 2019 • 1 year

Coppell, TX

Bk Consulting

2018 - 2018 • 1 year

Lewisville, TX

Unemployed

2017 - 2017 • 1 year

Lewisville, TX

Young Living

2015 - 2019 • 4 years

Grapevine, TX

MDM Energy, Inc

2010 - 2017 • 7 years

Addison, TX

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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Landon C

Series 66

Flora, IL

Benjamin F. Edwards & Company, Inc.

Landon Carder is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. He has worked with Benjamin F. Edwards since 2021 and has prior experience at First National Bank of Olney, Olney Central College, Specialty Polymer Services, and Flora School District. Carder is also involved with AssistX LLC, a role he has held since 2019. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of investment management and consulting services through various fee-based wrap programs and employs both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Steven D

Series 63, Series 65

Flora, IL

Benjamin F. Edwards & Company, Inc.

Steven Duke is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 20 years before joining his current firm in 2019. Outside of his advisory role, he is a part-owner of an antique car collection and a jointly owned private airplane used for personal purposes. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers a range of investment management and financial planning services through fee-based wrap programs, utilizing both internal and third-party strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Matthew P

CFP®, Series 66

Flora, IL

Edward Jones

Matthew Pyatt is a CFP®-certified financial advisor with Edward Jones, where he has worked for 10 years. He holds the Series 66 designation and operates out of Flora, IL. Outside of his advisory role, he is a partner in CSquared Works LLC, a real estate and storage business in Mt Carmel, IL, where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Abbigayle M

CFP®, Series 65, Series 63

Fairfield, IL

Edward Jones

Abbigayle Mosson is a CFP®-certified financial advisor at Edward Jones with five years of industry experience. She has held roles at Edward Jones since 2021 and previously worked at Mutual of Omaha Investor Services, Mutual of Omaha, Morgan Stanley, and other organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Cody F

Series 66

Flora, IL

Edward Jones

Cody Fisher is a financial advisor with Edward Jones in Flora, Illinois, holding a Series 66 designation and seven years of industry experience. His career includes positions at American Fidelity, Dever Distribution, and J. Williams Farms Inc. He serves as a board officer for the Olney Basketball League in Olney, Illinois. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions backed by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Christopher C

Series 63, Series 66

Fairfield, IL

Raymond James Financial

Christopher Conard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of his advisory role, Conard owns and manages commercial and rental properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and risk profiling.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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