I started my career as a financial advisor with Edward Jones in 1991. I currently hold the CFP® designation, FINRA Series 7 and 63, and Life, Health and Long-Term Care licenses. In 1996, I was selected to become a limited partner with Edward Jones.
My focus is to help clients become more confident in the financial decisions they make. We do that by creating personalized financial strategies to meet their unique financial goals, and we want to partner with our clients throughout their lifetimes to help them stay on track. I prefer to work more as a teacher or coach with clients, so clients understand these strategies and feel more comfortable. For example, I like to teach clients how to take advantage of market downturns.
Originally from Sigourney, Iowa, I attended Northeast Missouri State University, now Truman State University. I graduated in 1990 with bachelor's degree in mass communications.
Away from the office, I have volunteered been involved in a variety of community organizations including the Adair Co YMCA, United Way, Kirksville R-III Booster Club and the Orange & Black Foundation. I also spent 12 years as a youth sports coach. In my free time, I enjoy playing golf, fishing, traveling and spending time with friends and family. My wife, Holly, and I have two boys, Parker and Pierce.
If you'd like to learn more about how I can provide you with customized solutions to your individual situation, along with top-notch service, please contact me by phone or email.
Fun Facts about me:
- Played football at Truman State and a member of the TSU All-Century
- Hold the school and conference record for longest punt – 88 yards
- Have made four holes-in-one
- Related to UFC Hall of Fame member Pat Miletich
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- College Savings
My Personal Interests
- Auto Racing
Mailing AddressPo Box 967
Kirksville, MO 63501
Phone NumberMike Miletich at (660) 665-5693
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