A complete list of active advisors currently associated with 9M Investments, LLC

Warmer can help you find a great advisor at 9M Investments, LLC or one who fits your needs even better.

9M Investments is a state-registered, single-advisor investment adviser that serves individuals, high-net-worth clients, charitable organizations, and businesses, including employer-sponsored defined contribution plans. The firm offers discretionary and non‑discretionary portfolio management, one-time and ongoing comprehensive financial planning, and defined contribution plan management. The firm primarily practices passive investment management—building portfolios from index mutual funds and ETFs—while also using fundamental, technical, and cyclical analysis as part of its investment analysis and planning process. Client relationships are governed by individualized investment policy statements and may include ongoing access to a planner under a monthly or quarterly retainer, with regular account reviews and client reporting. Compared with many solo independent advisers, the brochure highlights services directed at plan sponsors—developing plan investment policy statements and assisting with ERISA compliance—and ongoing pension/defined contribution plan management and consulting. The firm also emphasizes ongoing client reporting and education as part of its comprehensive planning service (including written/electronic plans and quarterly online reports), which the brochure presents alongside its plan-level consulting services.

To learn more about the advisors currently working at 9M Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jacob Millican	Grapevine, TX	14

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