← Tributary

MILLER FINANCIAL SERVICES LLC

MARSHALL, MI · CRD 143788 · IAPD ↗ · millerfinancialplanning.com · 269-781-5129

$462.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — MILLER FINANCIAL SERVICES LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — MILLER FINANCIAL SERVICES LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — MILLER FINANCIAL SERVICES LLC reported RAUM up 25% ($328.0M -> $411.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2024 — MILLER FINANCIAL SERVICES LLC now reports custody of client assets ($95.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.