Partnering with Century Bank
116 S. Blossom, Shenandoah, IA 51601
712-246-2205        877-262-7436
daniel@planwithmillerfinancial.com
kaleb@planwithmillerfinancial.com

  
  
Services Offered
  

  • Retirement Income Planning
  • Financial Reviews
  • Investment Strategies
  • Rollover Options for 401k Plans
  • Life Insurance Options
  • Estate Planning Strategies
  • College Education Funding
  • Long Term Care Insurance
  • Business Planning and Continuation Strategies
  • Employee Benefits and Qualified Plans

Securities and Investment Advisory Services offered through USA Financial Securities Corp., Member SIPC

 

Century Bank, Miller Financial Group, and USA Financial Securities are not affiliated entities.

  
  
  

Daniel S. Miller
CERTIFIED FINANCIAL PLANNERTM

Securities Registrations:  Series 6, 7, 63, 65
Life, Health and Disability Insurance Licensed

 


Dan Miller, Kaleb Robuck, Andrew Focht are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp. (Member FINRA/SIPC).  USA Financial Securities is a registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301.  Neither Century Bank nor Miller Financial Group are affiliated with USA Financial Securities.

 

Kaleb Robuck
Associate Advisor

Securities Registrations:  Series 7 & 66
Life, Health and Disability Insurance Licensed

 

Kaleb, an Associate Advisor for the firm, constructs detailed financial plans, creates individualized investment portfolios, and helps manage other risk factors that affect our clients. Kaleb joined the firm after graduating from Henry B. Tippie College of Business at the University of Iowa, with a Bachelors of Arts in Finance.  Robuck, who grew up in Knoxville, Iowa enjoys fishing, being outdoors, and is currently staying active at the local Montgomery County YMCA.  Growing up in a large family Robuck also enjoys spending time with his family.

 
   

NOT FDIC/NCUA INSURED - NOT A DEPOSIT OF A BANK - NOT BANK GUARANTEED - MAY LOSE VALUE - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

 

Century Bank, Miller Financial Group, and USA Financial Securities are not affiliated entities.

 

  
  

NOTICE: Century Bank
116 S. Blossom Shenandoah, IA 51601
(712) 246-2205

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