Collin Miller has been Partner of Lifetime Wealth Management since December 2023, is a control person of the firm and directly owns between 25% and 50% of it.
Lifetime Wealth Management, LLC is a firm with $186M under management, 156 clients and 2 advisers in one office, as of its April 2026 filing.
- – present · 2 yearsRochester, MN · Adviser representative · Firm CRD 147482
Investment adviser representative registrations
Collin Miller is registered as an investment adviser representative in Minnesota, since October 2023.
- MinnesotaSince 24 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 October 2023 |
| SIE | Securities Industry Essentials Examination | 31 January 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Collin Jacob Miller
- CRD
- 7823635
- Firm
- Lifetime Wealth Management · CRD 147482
- Role
- Partner
- Office
- Rochester, MN
- Registration
- Investment adviser registration
- In the industry since
- October 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Collin Miller work?
Collin Miller has been Partner of Lifetime Wealth Management, LLC since December 2023, and is a control person of the firm.
Is Collin Miller a financial advisor?
Yes. Collin Miller has a current investment-adviser registration in Minnesota, through Lifetime Wealth Management since October 2023.
How many years of experience does Collin Miller have?
Collin Miller has 2 years in the financial industry, since October 2023, across 1 adviser firm.
What exams has Collin Miller passed?
Collin Miller has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2023.
Where is Collin Miller based?
Collin Miller’s registered office is in Rochester, MN.
Is Collin Miller registered with FINRA?
No. Collin Miller has no current broker registration.
How can I verify Collin Miller’s record?
Search CRD 7823635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Collin Miller’s full registration record.