Mark Miller, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Mark
Mark Miller
email: Mark@northoaksfs.com
tel: (651) 998-9822
web: https://www.northoaksfs.com/
Mark is the Founder and CEO of North Oaks Financial Services. His focus is on assessing client needs through comprehensive financial consulting and implementing strategies to work toward client goals. Mark emphasizes client education and has the ability to communicate complex topics in a straightforward manner. His philosophy is simple—he treats his clients like family and is committed to their goals and values. “As an independent advisor, I pride myself on acting as my client’s advocate, working for their best interests.”
Mark has been serving clients’ financial needs since 1983. Through LPL Financial, Mark holds the series 6, 7, 24, 26, 63 and 65 securities registrations. He is also licensed for Life, Accident, Health, Property, and Casualty insurances. In addition, Mark is a licensed Real Estate Broker and Mortgage Loan Originator (nmls#385497).
Mark is a CERTIFIED FINANCIAL PLANNER™ professional* and he has also earned his Masters of Science in Financial Services (MSFS) and a Certificate of Taxation and Estate Planning from The American College of Financial Services.
Mark is a CERTIFIED EXIT PLANNING ADVISOR* Mark received his CEPA Credential and joined the International Community of Business Advisors which is a part of the Exit Planning Institute
Mark was honored as a Five Star Wealth Manager by Twin Cities Business and Mpls/St. Paul magazines in 2010, 2012, 2013, & 2014. He was also honored as a Five Star Wealth Manager by The Wall Street Journal in April 2014.**
As the Director of Financial Development for Living Word Christian Center and Maranatha Christian Academy in Brooklyn Park, he is responsible for building the Living Word Legacy Fund and providing financial education and counseling for members and faculty.
Mark resides in North Oaks with his wife, Renee, and has four children: Bjorn, Vanessa, Lynnea, and Antonio.
* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*The Certified Exit Planning Advisor program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™. Using an executive MBA-style format, the program includes a combination of lectures, group discussions, case studies and individual exercises to introduce participants to these concepts and to reinforce skills. The program is taught by the Exit Planning Institute’s faculty of advisors, who are all sought after subject matter experts and authors.
To learn more about the Exit Planning Institute, please visit www.Exit-Planning-Institute.org
**Awards issued in 2012-2014 were based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, awards were based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.
