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Lance A Miller

An Ameriprise Platinum Financial Services® Practice
CFP®, ChFC®, AAMS®, Senior Financial Advisor
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(952) 431-8482

Apple Valley, MN 55124
lance.a.miller@ampf.com

Contact Information


(952) 431-8482
14985 Glazier Ave
Ste 650
Apple Valley, MN 55124
www.ameripriseadvisors.com/lance.a.miller

My Philosophy

I've been helping people reach their goals for 19 years.

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.


Interests

  • Much of my free time is focused on my pre-teen children.
  • I also enjoy reading, travel, hiking and skiing.

Community Participation

I'm a member of the Apple Valley Rotary Club since 2003.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Science Degree

Areas of Focus

  • Asset Allocation
  • General Financial Planning
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies

License Information

I am licensed and registered to conduct business in MN.

Based on licenses and registrations I hold, I may also conduct certain business in AR, AZ, CA, CO, FL, IA, ND, NY, WI

CA Insurance #OE42571

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.