user avatar

Ronnie Miller

Advisor at Raymond James Financial

Updated today

Location

Peru, IN 46970

Credentials

Series 63, Series 66

Industry experience

24 years

About

Ronnie Miller is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2001. Miller is also involved with Jackson Financial Group LLC, where he occasionally meets with clients. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes advisory and implementation support over discretionary management.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

660 W Main Street

Peru, IN 46970

Most active in

Indiana · Texas

Work history

Raymond James Financial

2009 - Present (17 years)

Raymond James financial Services

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Terry D

Series 63, Series 65

Roann, IN

Brookwood Investment Group

Terry Dupont is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Dupont Advisory Group since 2010 and owns Dupont & Associates, which engages in the sale of life insurance, health insurance, and annuities. Brookwood Investment Group is a multi-advisor firm managing approximately $1.06 billion for over 3,000 clients, offering portfolio management, financial planning, and retirement-plan advisory services through a range of investment strategies.

General retirement planning Active portfolio management Passive / index investing Founder/Business Owner Retired

Tyler O

Series 66

Wabash, IN

Edward Jones

Tyler Olson is a financial advisor with Edward Jones in Wabash, Indiana. He holds a Series 66 designation and has six years of industry experience, including five years with Wabash City Schools prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Founder/Business Owner
user avatar

Susan S

Series 66

Wabash, IN

Edward Jones

Susan Street is a financial advisor with Edward Jones in Wabash, Indiana, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Thrive Virtual and Grow Wabash County, as well as seven years at Fort Wayne Metals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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

Wendy O

CFP®, Series 63, Series 66

Logansport, IN

Edward Jones

Wendy Orpurt is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. She is based in Logansport, IN, and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with the Cass County Carousel Board. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, ranging from individual households to institutional entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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

David W

Series 63

Logansport, IN

LPL Financial

David Workman is a financial advisor with LPL Financial in Logansport, Indiana, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 1988. Outside of his advisory role, he has minor involvement in managing commercial office rental properties. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Matthew J

Series 66

Logansport, IN

LPL Financial

Matthew Jennings is a financial advisor with LPL Financial in Logansport, Indiana. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Security Federal Savings Bank and held roles in retail and education. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform of investment options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")