Trenton Miller
Advisor at W&S BROKERAGE Services, Inc. — Findlay, OH
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 65, Series 63
Experience Industry experience
2 years
Location
Findlay, OH 45840
Trenton Miller is an investment advisor at W&S Brokerage Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and is also a full-time sales agent at Western & Southern Life. Miller serves as Ambassador Benefits Coordinator and Vice President of the Board for the West Ohio Christian Chamber of Commerce. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven wrap fee asset-allocation program featuring 25 portfolios invested in mutual funds, ETFs, and money market funds, serving individuals, trusts, retirement plans, and other entities.
Based on W&S BROKERAGE Services, Inc.
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.40% annually $500,001 - $750,000: 1.30% annually $750,001+: 1.10% annually
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $500 for most Investment Objectives; $250 for EnFocus™; $75 for Companion Account with EnFocus™ Fee-only: W&S Wealth Solutions Fee is asset-based with no commissions on program assets
Findlay, OH
Riverview Building, 1000 East Main Crross, Suite 103
Findlay OH 45840
Advisors at this office
6
Ohio
2 years of industry experience
W&S Brokerage Services, Inc.
2023 - Present • 3 years
Findlay, OH
Western & Southern Life
2023 - Present • 3 years
Findlay, OH
Promise Camp by Family Guidance
2023 - 2023 • 1 year
Clinton, PA
Chick-fil-A
2022 - 2023 • 1 year
Findlay, OH
Promise Camp by Family Guidance
2022 - 2022 • 1 year
Pittsburgh, PA
Lowe's
2022 - 2022 • 1 year
Findlay, OH
Kastaway Renovations
2021 - 2021 • 1 year
Fishers, IN
DoorDash
2020 - 2023 • 3 years
Findlay, OH
DoorDash
2020 - 2023 • 3 years
Anderson, IN
University of Findlay
2018 - 2022 • 4 years
Findlay, OH
University of Findlay Basketball
2018 - 2018 • 1 year
Findlay, OH
Pendleton Heights High School
2018 - 2018 • 1 year
Pendleton, IN
Pendleton Heights High School/Middle School
2013 - 2018 • 5 years
Pendleton, IN
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
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