Joel Stephen Miller
Investment Adviser Representative at CORE Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joel Stephen Miller is an investment adviser representative with CORE Planning in Minnetonka, MN, where they have been registered since 2024. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Facet and Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota and Missouri.
Registrations & licenses
- Investment adviser:
- Minnesota, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Aug 2017 – Apr 2021Charlotte, NC
- StudentApr 2011 – Aug 2017Lynchburg, VA
- Liberty UniversityAug 2013 – May 2017Lynchburg, VA
- Facet WealthApr 2021 – Oct 2024Baltimore, MD
- Core Planning, LLC.Nov 2024 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CORE Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 63
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Ofallon, MO
- SEC file number:
- 801-131950
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
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Showing 12 of 63 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joel Stephen Miller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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