Steven G. Mills Retirement Solutions
Steven G. Mills Retirement Solutions

Our People

Steve Mills has over 21 years of experience in the investment industry.  In his time in the industry he has been both a financial advisor and a compliance officer.  He began his career in the San Francisco Bay Area and has been affiliated with several large
investment firms. 



Steve is FINRA Licensed Series 7, Series 63, and Series 24.  Additionally, he is Series 65 licensed.  Separately, he is also licensed to offer Life Insurance, Disability Insurance, Long-Term Care Insurance, and Variable Contracts.  On an ongoing basis, he attends workshops and seminars on a wide range of topics related to the investment and insurance fields. 

 

Steve has earned the certification of Accredited Asset Management SpecialistSM  through the College For Financial Planning.  To earn the AAMS® designation, Steve had to successfully complete studies covering Asset Allocation and Strategy, The Asset Management Process, Investment Strategies, Taxation of Investment Products, Investment Opportunities for an Individual's Retirement, Investment Considerations for Small-Business Owners, Investment Considerations for Highly Compensated Executives, Insurance Products for Investment Clients, Estate Planning for Investment Clients, and Regulatory & Ethical Issues for the Investment Professional.

  

He is a native of Grand Junction, attended Central High School, and graduated from Mesa State College.  

Questions?

Please call us at 970-257-9287 or use our contact form.

 

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Securities offered through Southeast Investments, N.C., Inc., Member FINRA/SIPC

OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217

Phone: 800-828-1295 or 704-527-7873

Contact Us

Steve Mills, AAMS®

Financial Advisor

566½ Garden Grove Court

Grand Junction, Colorado 81501

 

Phone: 970-257-9287

Email:  smills@seinvestnc.com

 

Or use our contact form.

Expert Advice & Guidance

Life is full of surprises. Rely on Steve to provide you with sound financial advice that won't leave you scratching your head. He will explain your options in uncomplicated terms. Learn more.

News & Links

Stay informed of new opportunities in the market and information at various investment providers.  More info.

 

 

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