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Keirsten Baker Miller

Advisor at LPL Financial — York, PA Wyntre Brooke Drive

Updated today

Credentials

Series 66

Experience

< 1 year

Location

York, PA 17403

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,480 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Keirsten Baker Miller is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in York, PA. She has been active in the industry since 2025, with prior experience at The Financial Advisory Group and Amwins. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad platform of related financial services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

York, PA Wyntre Brooke Drive

45 Wyntre Brooke Drive

York PA 17403

Advisors at this office

1

Most active in

Pennsylvania

Work history

< 1 year of industry experience

LPL Financial

2026 - Present • 1 year

York, PA

The Financial Advisory Group

2025 - 2025 • 1 year

York, PA

Amwins

2024 - 2025 • 1 year

Camp Hill, PA

Student

2022 - 2025 • 3 years

York, PA

Walmart

2021 - 2025 • 4 years

Shrewsbury, PA

Student

2015 - 2022 • 7 years

Glen Rock, PA

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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Benjamin B

CFP®, TPCP®, Series 7, Series 63, Series 65

York, PA

The Financial Advisory Group

Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

Cash flow / budgeting General tax planning General estate planning guidance General retirement planning College savings (529s, UTMA, etc.)

Jake K

CFP®, Series 65, Series 63, Series 7

York, PA

Harvest Rock Advisors, LLC

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

General tax planning General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Established Professionals
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Scott F

Series 63, Series 65

York, PA

Ford Investment & Retirement Management LLC

Scott Ford is the sole advisor at Ford Investment & Retirement Management LLC in York, PA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his firm in 2021, he worked at Primerica Advisors and Primerica Financial Services for two years. He also works as an engineer at Graham Packaging Company. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm constructs customized portfolios primarily with individual stocks and ETFs, employing a mix of fundamental, technical, and charting analysis with a primarily short-term focus.

Retirement income strategy General retirement planning Cash flow / budgeting
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Shawn M

Series 65

York, PA

Lifetime Financial Foundations, LLC

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

Wealth management Cash flow / budgeting
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Adam S

CFP®, ChFC®, Series 63

York, PA

Saubel Financial Group

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Tax strategies for small businesses
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Brian B

Series 65, Series 66

Red Lion, PA

BDB Wealth Advisors LLC

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC in Red Lion, PA, holding Series 65 and Series 66 licenses with four years of industry experience. His prior work includes roles at Edward Jones and academic positions at Penn State and Roosevelt University. He is also a licensed insurance agent. BDB Wealth Advisors LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm utilizes a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory to tailor investment strategies, including defined-outcome ETFs and ESG overlays.

ESG / Sustainable investing Annuities Founder/Business Owner
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