Miles William Garwood
Advisor at LPL Financial — Atkinson, NE 876th Rd;
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.
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 63, Series 65
Experience Industry experience
21 years
Location
Atkinson, NE 68713
LPL Financial
Institution
Miles Garwood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2021 and manages several business entities including Miles Garwood, Inc., Countryside Insurance Agency, and Garwood Ranch. Garwood previously served on the West Holt Memorial Hospital Foundation Board from 2011 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Atkinson, NE 876th Rd;
47609 876th Rd; Suite 2
Atkinson NE 68713
Advisors at this office
2
Nebraska · Texas
21 years of industry experience
LPL Financial, LLC
2021 - Present • 5 years
Atkinson, NE
COMPRO
2019 - Present • 7 years
Lincoln, NE
Miles Garwood, Inc.
2017 - Present • 9 years
Atkinson, NE
MJ Equipment
2014 - Present • 12 years
Atkinson, NE
Miles Garwood Notary
2013 - 2022 • 9 years
Atkinson, NE
Garwood Ranch
2013 - Present • 13 years
Atkinson, NE
Countryside Insurance Agency
2012 - Present • 14 years
Grant, NE
West Holt Memorial Hospital Foundation Board
2011 - 2017 • 6 years
Atkinson, NE
Coventry Health Insurance
2010 - 2020 • 10 years
Omaha, NE
BlueCross BlueShield of Nebraska
2010 - Present • 16 years
Omaha, NE
Various Insurance Carriers for W & R Insurance Agencies
2005 - 2021 • 16 years
Atkinson, NE
Waddell & Reed, INC.
2005 - 2021 • 16 years
Atkinson, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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