Isaac Lubbers
Investment adviser representative at Miller Financial Services LLC
12 yearsExperience
1 stateRegistered in
$462.9MFirm assets
9 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Miller Financial Services LLCMay 2024 to now
- Michigan State UniversityAug 2020 to May 2024
- Supreme Shine Auto DetailingJul 2018 to Dec 2021
- Sunnybrook Golf CourseOct 2017 to Aug 2022
- StudentJun 2014 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Miller Financial Services LLC
$462.9MAssets managed
584Clients
3Advisers
9 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
- 7937914
- Firm CRD
- 143788