Isaac Lubbers has been an investment adviser representative at Miller Financial Services since July 2024, and is not listed among the firm’s executive officers or direct owners.
Miller Financial Services LLC is a Marshall, MI firm with $463M under management, 584 clients and 3 advisers in one office, as of its September 2026 filing.
- – present · 2 yearsMarshall, MI · Adviser representative · Firm CRD 143788
Investment adviser representative registrations
Isaac Lubbers is registered as an investment adviser representative in Michigan, since July 2024.
- MichiganSince 2 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7937914
- Firm
- Miller Financial Services · CRD 143788
- Office
- 1001 W MICHIGAN AVE, Marshall, MI 49068
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Isaac Lubbers work?
Isaac Lubbers is an investment adviser representative registered through Miller Financial Services LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Isaac Lubbers a financial advisor?
Yes. Isaac Lubbers has a current investment-adviser registration in Michigan, through Miller Financial Services since July 2024.
How many years of experience does Isaac Lubbers have?
Isaac Lubbers has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Isaac Lubbers passed?
Isaac Lubbers passed the Series 65 in July 2024.
Where is Isaac Lubbers based?
Isaac Lubbers’ registered office is in Marshall, MI.
Is Isaac Lubbers registered with FINRA?
No. Isaac Lubbers has no current broker registration.
How can I verify Isaac Lubbers’ record?
Search CRD 7937914 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaac Lubbers’ full registration record.
