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Our financial advice team


Jacob Miller, Financial Advisor serving the Battle Creek, MI area - Ameriprise Advisors

Jacob Miller

CFP®, BFA, APMA

Financial Advisor

OsborneKlein
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, 65, and 63 Securities Licenses

Education

  • Bachelor of Arts, Economics & Statistics - University of Michigan - Graduated in 2014

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation, 2021-2024

Professional associations

  • Kiwanis Club - Lakeview Urbandale
  • University of Michigan Alumni Group - Kalamazoo

Previous experience

  • Financial Advisor - Edward Jones, 2014-2024

Community participation

Interests

In my down time you'll usually find me playing disc golf at the many courses that SW Michigan has to offer. I’m also an avid Michigan sports fan and deer hunter. My wife, Amanda, and I also enjoy tending to our garden or trying out local cuisine.