Brady Boone Miller
Investment adviser representative at Guidance Point Retirement Services, LLC
9 yearsExperience
1 stateRegistered in
$85.4MFirm assets
14 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.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Guidance Point Retirement Services, LLCFeb 2024 to now
- Black Bear BreweryOct 2023 to Dec 2023
- University of Maine OronoAug 2023 to Oct 2023
- Flower Foods CompanyJun 2023 to Aug 2023
- Ottos Full ServiceOct 2022 to Apr 2023
- UnemployedApr 2020 to Oct 2022
- Vail ResortsNov 2019 to Apr 2020
- Seasonally UnemployedApr 2019 to Nov 2019
- Okemo Mountain ResortNov 2018 to Apr 2019
- Seasonally UnemployedApr 2018 to Nov 2018
- Okemo Mountain ResortNov 2017 to Apr 2018
- UnemployedFeb 2017 to Nov 2017
- Fujifilm DimatixJan 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (ME).
Guidance Point Retirement Services, LLC
$85.4MAssets managed
7Clients
7Advisers
14 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
- 8038698
- Firm CRD
- 161000