Broker Check
Collin Miller

Collin Miller

Director of Operations

Collin began working as a support intern for the Waddell & Reed office in West Des Moines in 2017. After graduating from Drake University in 2018, he transitioned to a full-time assistant role with what is now known as Harvest Point Wealth Management. In 2020, Collin became a licensed financial advisor. 

He strongly believes that working with this team is the best for his clients because he is able to confer with them and use their experience and knowledge.

His goals revolve around client success, and he takes pride in developing a deep and meaningful relationship with each client. This allows him to help you set your financial goals and develop a plan to pursue those goals. Beyond that, he will continue to learn more about you and your needs, help educate you, and adapt to your ever-changing life. In addition to helping his clients, he serves as the Director of Operations at HPWM.


In his free time, he enjoys golfing, spending time outside, and going on bike rides with his wife, Emily.

 

Education

  • Drake University
    • Bachelors in Finance

Society of Financial Professionals - Central Iowa

  • Board Member

Licenses

  • Securities: Series 7 & 66 held through LPL Financial
    • Offering investment advisory services and securities.
  • Insurance: Life, Accident and Health, and Variable Life
    • Offering insurance products and services.

 

LPL Financial is not affiliated with any other entities referenced. 

(06/21)