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Brad Miller, *†Relationship Manager, Retirement Plan Services

Experience

Brad Miller is a relationship manager for HK Financial Services (HKFS). Brad has over 20 years of experience in financial services with 14 years in retirement plan management. He is responsible for responding to the plan sponsor and participant questions from our retirement plans. In addition, Brad will assist in new client and annual enrollment meetings. He will deliver the annual executive summary to clients to review the plan and its provisions. He will annually review the plan’s fees to determine profitability and competitiveness.

Credentials

Series 6 and 63 securities licenses
Life insurance agent

Education

B.S. in business administration, University of Wisconsin-Platteville, Platteville, Wis.

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