Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Paris, MO
Brock Miller is a financial advisor with Building Wealth Financial Advisory LLC, holding a Series 65 designation and entering the industry with no prior advisory experience. His background includes service in the United States Air Force, two years at a regional bank, and over a decade in the Paris School District. He operates "Building Wealth with Brock," a personal finance education and digital media brand that produces online content on budgeting, investing fundamentals, and financial literacy. Building Wealth Financial Advisory LLC provides fee-only fiduciary financial planning and non-discretionary investment advice to individuals, families, high-net-worth clients, and trusts. The firm emphasizes long-term, tax-efficient portfolios using low-cost, diversified passive ETFs and follows a compensation model focused on hourly, fixed-fee, and subscription services without commissions or custody of client assets.
Based on Building Wealth Financial Advisory LLC
Financial Clarity Session: $250; Comprehensive Financial Plan: $1,000
$100/hour
Ongoing Financial Guidance: $50/month
Minimum fee: Not explicitly stated, but Financial Clarity Session fee is $250; Comprehensive Financial Plan is $1,000 Fee-only: Hourly Financial Advice: $100/hour; Financial Clarity Session: $250; Comprehensive Financial Plan: $1,000; Ongoing Financial Guidance: $50/month
Paris, MO
Paris MO
Advisors at this office
1
Missouri
< 1 year of industry experience
United States Air Force
2021 - Present • 5 years
Indianapolis, IN
Regional Missouri Bank
2019 - 2021 • 2 years
Paris, MO
Paris School District
2010 - 2021 • 11 years
Paris, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Monroe City, MO
OSAIC Institutions, INC.
Seth Bray is a financial advisor at OSAIC Institutions, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at MA Bank and served as the offensive line coach for the Macon High School Varsity Football team. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.
Series 66
Paris, MO
LPL Financial
Courtney Jones is a financial advisor at LPL Financial with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Securities America Advisors and Tpnp (formerly The Paris National Bank), where she has been employed since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.
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