Miller Financial Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$294,550,139
Clients
574
Advisors
4
across 2 offices
About
MFS Financial Services LLC provides discretionary portfolio management, written financial planning, pension consulting, and related non‑securities consulting to a mix of individual and institutional clients. The firm also holds insurance agency licensure and offers employee‑benefit and insurance products in addition to investment advisory services.
As a registered investment adviser, MFS positions itself as a fiduciary and develops client portfolios and plans based on objectives, risk tolerance, tax considerations and time horizon, typically using institutional share classes and ongoing monitoring and rebalancing. For retirement and pension clients the firm prepares investment policy statements, recommends and monitors plan investment options, offers participant education, and can accept 3(21)/3(38) fiduciary appointments with trading authority under written plan agreements.
The firm is noteworthy among peers for its work with public entities — including state and local government and municipal plans and public colleges — and for providing formal 3(38) plan management services, a combination relatively uncommon for similarly supported firms. It also manages a sizable asset base and large client roster with a small advisory team, and combines advisory, insurance and administrative cash‑management capabilities that clients should consider when assessing operational arrangements and any client‑authorized administrative access.
Client services
Expertise
Occupation focus
Fee options
Flat fees for financial planning up to $5,000; flat plan consulting fees (non-securities related pension consulting).
up to 1.50% annually (negotiable)
Certain supervised persons may receive commissions for the sale of securities or insurance products separate from advisory fees.
$150 to $500 per hour for financial planning and consulting services (non-securities related advisory services).
Main office
See office1001 W Michigan Ave
Marshall MI 49068
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Indiana · Michigan · Nebraska · New Hampshire · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alex W
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Alex White is a CFP® professional with eight years of experience, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to this, he worked briefly at Zhang Financial LLC and held positions outside the financial sector, including roles at The Cove Lakeside Bistro and Stryker Corp. He also holds an insurance license. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients, with a notable focus on public entities and formal 3(38) plan management. The firm integrates advisory, insurance, and administrative cash-management services through a small team serving a sizable client base.
Grant T
Series 66
Papillon, NE
Miller Financial Services LLC
Grant Tesnohlidek is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at WealthForge Securities LLC, Burlington Capital, Weitz Securities, Inc., and TD Ameritrade. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related services to individual and institutional clients. The firm serves a range of public entities and retirement plans, offering fiduciary investment management and combining advisory, insurance, and administrative cash-management capabilities.
Joseph M
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Joseph Miller is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as a trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the community of Homer, Michigan, a position he has held since 2006. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related non-securities consulting to individual and institutional clients. The firm is known for its work with public entities and offers a combination of advisory, insurance, and administrative cash-management services.
Isaac L
Series 65
Marshall, MI
Miller Financial Services LLC
Isaac Lubbers is a financial advisor at Miller Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State University and operated an auto detailing business. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm acts as a fiduciary, developing portfolios based on client objectives and risk tolerance, and is known for its work with public entities and formal 3(38) plan management services.
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