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Brenda Milner

Advisor at Fidelity

Updated today

Location

Johnsonville, IL

Credentials

Series 66

Industry experience

6 years

About

Brenda Milner is a financial advisor at Fidelity with six years of industry experience and a Series 66 designation. She has worked with Fidelity Investments and Fidelity Brokerage Services, and previously held roles at ConnectedMined, Premier Designs, Allegiance Title Company, Bk Consulting, Young Living, and MDM Energy. Outside of her advisory role, she has been involved with Young Living in a personal capacity related to essential oils and wellness products. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and oversees multiple registered investment companies and fund-of-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

Johnsonville, IL

Most active in

Illinois · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Brokerage Services LLC

2019 - Present (7 years)

ConnectedMined

2019 - 2019 (1 year)

Premier Designs, Inc.

2018 - 2019 (1 year)

Allegiance Title Company

2018 - 2019 (1 year)

Bk Consulting

2018 - 2018 (1 year)

Unemployed

2017 - 2017 (1 year)

Young Living

2015 - 2019 (4 years)

MDM Energy, Inc

2010 - 2017 (7 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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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. Prior to joining Benjamin F. Edwards in 2021, he worked at First National Bank of Olney and has been involved with AssistX LLC since 2019. He also has experience in education, having worked at Flora School District and Olney Central College. 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 strategies that include both firm-developed and third-party models with regular strategic oversight.

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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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 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Edward D. Jones & Co., L.P. for 20 years before joining Benjamin F. Edwards in 2019. Outside of his advisory role, he is a 25% owner of RDZ LLC, an entity for personal use of an airplane shared with partners. 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 charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

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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Matthew P

CFP®, Series 66

Flora, IL

Edward Jones

Matthew Pyatt is a financial advisor with Edward Jones in Flora, IL, holding CFP® and Series 66 designations and bringing nine years of industry experience. Prior to his career in finance, he served with the St. Louis County Police Department for 17 years. Outside of advising, he is a partner in CSquared Works LLC, a real estate and storage business where he manages groundskeeping, maintenance, advertising, and customer service. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

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

CFP®, Series 63, Series 65

Fairfield, IL

Edward Jones

Abbigayle Mosson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Her prior experience includes roles at Mutual of Omaha Investor Services, Mutual of Omaha, and Morgan Stanley. She has also been involved with Purdue Musical Organizations and Purdue University in earlier years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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 at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2015. Outside of his advisory role, he owns and manages commercial and rental properties. Raymond James Financial Services Advisors, Inc. serves a broad range of clients including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing client collaboration to develop tailored plans and investment recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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