We provide comprehensive financial planning services for those retired or planning to retire in the
next 5 to 10 years.
Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera
Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio
Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®)
in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from
Purdue University and a Master of Science in Personal Financial Planning from the College for
Financial Planning. He is a member of the Central Ohio FPA.
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Bachelor of Science - Financial Counseling and Planning
Master Degree - Financial Planning
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1666186/financialadvisor-mills-financial-planning,inc.-detailed-disclosureInvestment Adviser Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA / SIPC, a broker/dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.