Joshua Andrew Miller
Investment adviser representative at Midwestern Securities Trading Co.,LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- John Graham and AssociatesOct 2024 to now
- Midwestern Securities Trading Company, LLCMay 2006 to now
- Table Grove State BankMay 2006 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
Midwestern Securities Trading Co.,LLC
Legal name: Midwestern Securities Trading Company, LLC
$2BAssets managed
11,847Clients
51Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4442923
- Firm CRD
- 101080