Brad Miller in Salt Lake City, UT

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Retirement Plan Distribution
Investments
Tax Planning Strategies
Family Finances
Saving for Education
Charitable Giving Strategies
Insurance
Estate Planning Strategies
Wealth Preservation Strategies
Financial Planning for Small Business
Cash Flow Management Strategies
Domestic Partner Planning
Executive Compensation and Benefit Strategies

University of Utah - Bachelor's of Science, Ecomonics
University of Utah - Bachelor's of Science, Politcal Science

Ameriprise Client Experience Award, 2020

Vice President, Wells Fargo Advisor's Financial Network, Salt Lake City, Ut, 2013-2020
Financial Advisor, RBC Capital Markets, LLC, Salt Lake City, UT, 2009-2013
Fianacial Advisor, Wachovia Securites, LLC, Salt Lake City, UT, 2003-2009
Financial Advisor, Prudential Securities Incorporated, Salt Lake City, UT, 1999-2003
Financial Advisor, Network Captial Corporation, Salt Lake City, UT, 1998-1999

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

I am a “Big Brother” with Big Brothers Big Sisters of Utah. I mentor at-risk high school kids in order for them to prepare for college and life.

Big Brother's Big Sister's of Utah

I spend my free time with my wife and 4 daughters. We enjoy traveling, boating and skiing. I also like to hike the nearby trails and mountains. I enjoy being a mentor with the Big Brothers Big Sisters of Utah.

2 albums

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