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Miller Financial Group, Inc

  •  Tel: (712) 623-5726
  •  Tel: (800)347-9511
  •  Fax: (712) 623-4642
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Miller Financial Group, Inc

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Plan Today.

Invest for Tomorrow.

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for what comes next.

Planning for retirement is a journey.

You don’t have to do it alone.

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  2. Daniel S. Miller

Daniel S. Miller

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Daniel S. Miller
CFP®
President

linked-in.pngDaniel S. Miller, CFP, is the president of Miller Financial Group, Inc., and serves clients throughout the country as they transition toward retirement and work toward their financial goals. He strives to help make sure they have the resources needed to provide and protect their income in retirement.

Coming from a rural agricultural background, Dan understands the value of hard work and doing what is right and fair when working with others. This insight has helped Dan to develop an appreciation for being prepared and the need for having a plan — a plan to prepare for the next chapter in your life, no matter what stage of life you are in.

Dan has more than 20 years combined experience in the banking and financial services fields, and has been with Miller Financial Group, Inc., since 2004. Along with his wife Denise, Dan purchased the firm in January 2013.

In addition, Dan works with business owners and agricultural professionals and has developed his own financial estate planning seminar for the agricultural market. You can also tune in each Monday morning to hear Dan co-hosting the radio show, Let's Talk Money!

He graduated from the Missouri School of Banking and earned a bachelor’s degree from Kansas State University in animal science with a business minor. He’s obtained his Securities registrations for Series 6, 7, 63, 65 and is licensed in Life, Health & Disability Insurance. He is also a graduate from the College for Financial Planning and earned the CFP® designation as a CERTIFIED FINANCIAL PLANNER™ professional in 2008.

Dan is a published author having contributed industry-related articles and wrote his first book, Retirement Built to Last: Planning for When the Paychecks Stop. The book was written to help retirees, and those approaching retirement, understand the importance of having a retirement income plan tailored to their situation.

He and his wife Denise have two grown children, Jackson and Andrea. They enjoy spending time with their family going to sporting events, tailgating at college football games, and spending time with both sides of their family and their friends. Dan also enjoys staying connected with his family’s registered Angus cattle operation and helping out when he can. Denise and Dan also enjoy traveling to the Colorado mountains, the Black Hills, and the Lake of the Ozarks whenever they get a chance.

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505 North 3rd Street
Red Oak, Iowa 51566 
  •  Tel: (712) 623-5726
  •  Tel: (800)347-9511
  •  Fax: (712) 623-4642
  •  info@planwithmillerfinancial.com
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  •  
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Dan Miller,  Kaleb Robuck, Marcus Taylor, and David Eads are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Miller Financial Group, Inc. is not affiliated with USA Financial Securities.

Dan Miller, Kaleb Robuck, Marcus Taylor, and David Eads are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AL; AR; AZ; CA; CO; FL; IA; IL; IN; KS; LA; MA; MN; MO; NC; NE; OR; SC; SD; TX; WA. Kaleb: CO; IA; MO; NE. Marcus: IA; MO; NE. David: IA; NE For investment advisory services these states include: Dan: AL; AR; AZ; CA; CO; FL; IA; IL; IN; KS; LA; MN; MO; NC; NE; OR; SC; SD; TX; WA. Kaleb: CO; IA; MO; NE. Marcus: IA; MO; NE. David: IA; NE Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. 

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