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Denver Five Star award winner

PROFESSIONAL PROFILE

Lori J. Miller, CFP® MS

Registered Principal/Wealth Advisor
LPL Financial LLC
7900 E. Union Avenue, Suite 1100
Denver, Colorado 80237
Office: 630-690-0000
Cell: 630-333-5873
ljmiller@lpl.com
www.YourWealthDiva.com

Professional Approach

Here, it's all about you! Lori's full-service, independent & innovative financial center provides a professional team that has the power to help you work towards your life goals. With abundant energy and passion for each client relationship, Lori makes time to help her clients understand key investment, wealth and insurance principals to make informed choices now. We know planning for your future is no simple task, especially in today’s volatile environment. You should consider indepedent, experienced guidance with Lori J. Miller, CFP® , MS to provide turnkey strategies and solutions for Financial Planning and Investment Advisory services offered through LPL Financial, a registered investment advisor, Wealth Management, and Insurance Services. Please visit her website at www.YourWealthDiva.com often to use financial calculators, read investment articles, and access independent research reports added weekly to help answer your questions or stimulate your interest.

Our full-service financial center offers Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, ETFs, Mutual Funds, REITs, BDC's, Lifetime Income Annuities, IRAs, ROTH IRA's, Rollovers, 401Ks, 529 College Savings Plans, Qualified Retirement Plans, Brokerage and Insurance products and services. We look forward to serving your financial and insurance needs, so please call us today at (630) 690-0000 to put Lori and her team to work for you!  Be Empowered to Live Boldly Now while working towards Financial Freedom!

 

This award was issued on 10/01/2023 by Five Star Professional (FSP) for the time period 12/12/2022 through 06/30/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,580 Denver-area wealth managers were considered for the award; 247 (10% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2132, 235, 11%, 10/1/22, 1/17/22 - 7/15/22; 2021: 2158, 206, 10%, 10/1/21, 1/4/21 - 7/30/21; 2020: 2172, 213, 10%, 10/1/20, 1/20/20 - 8/14/20; 2019: 2146, 262, 12%, 10/1/19, 1/21/19 - 8/23/19; 2018: 2255, 267, 12%, 10/1/18, 1/18/18 - 8/21/18; 2017: 1716, 287, 17%, 10/1/17, 1/18/17 - 8/9/17; 2016: 1552, 515, 33%, 9/1/16, 2/23/16 - 8/26/16; 2015: 3008, 517, 17%, 10/1/15, 2/19/15 - 8/17/15; 2014: 4385, 528, 12%, 10/1/14, 2/19/13 - 8/17/13; 2013: 2083, 607, 29%, 10/1/13, 2/19/12 - 8/17/12; 2012: 1965, 611, 31%, 10/1/12, 2/19/11 - 8/17/11.
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Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC

The LPL Financial Advisor associated with this website may discuss and/or transact securities business only with residents of the following states: AZ,CA, CO, FL, IL, IN, MN, OH, VA, WI

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.