DeAnna J. Miller
Industry Professional Since 2014
Accredited Wealth Management Advisor®
Financial Paraplanner Qualified Professional®
DeAnna J. Miller brings years of experience addressing the unique needs of high-net-worth individuals. She and John Hayward collaborate on and co-manage each financial plan. She is known for strong listening skills and dedication to her clients.
DeAnna earned her Associate Degree in Business Administration from Madison Business College and holds the professional designations Financial Paraplanner Qualified Professional and Accredited Wealth Management Advisor. DeAnna is an Investment Advisor Representative with Osaic Wealth Inc. She holds FINRA securities licenses Series 7 and Series 9 & 10, plus Wisconsin Life and Health Insurance License.
DeAnna and her husband Doug enjoy spending time with their two daughters and grandchildren.
AMWA® Certification
The AMWA® certification is a wealth management credential awarded by the College for Financial Planning® to individuals who meet its education, examination and ethics requirements. Recipients of the AWMA® designation have completed the AWMA® Professional Designation Program, which requires ongoing adherence to the Code of Ethics, the completion of 15 modules addressing areas such as asset management, investment performance and the taxation of investment products, and the passage of a comprehensive, closed-book financial examination. In order to maintain the designation, certificants are required to complete 16 hours of continuing education every two years and reaffirm their adherence to the Standards of Professional Conduct.
FPQP® Certification
The FPQP designation provides a foundation in personal financial planning for professionals who support advisory teams and client relationships. The training covers core areas of financial planning - retirement, investments, insurance, tax, and estate planning - giving designees the skills to analyze client information and support holistic planning.
Currently offered and recognized by the issuing organization, College for Financial Planning - a Kaplan Company. Training requirements includes online self-study FPQP course and an online, closed-book final exam. Continuing education requirement is 16 hours every 2 years.