800.352.5837

Mark Miller
Mark Miller, CFP®, CLU®, ChFC®
Financial Advisor
Areas of Focus
  • Asset Protection
  • Debt Management
  • Education Funding
  • Liability Protection
  • Tax Strategies
  • Wealth Management


Phone: 612.617.6175
Locations:
Dallas, TX »
Park Place on Turtle Creek
2911 Turtle Creek, Suite 300
Dallas, TX 75219
Cincinnati, OH »
Scripps Building
312 Walnut Street, 16th Floor
Cincinnati, OH 45202
Miami, FL »
AON Building
1001 Brickell Bay Drive, Suite 2700
Miami, FL 33131

Fax: 612.256.3175

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Mark has a client-centered, independent practice working primarily with physicians and dentists across the country. He believes in developing lifelong relationships with his clients helping them build and protect wealth on their way to financial independence. Mark accomplishes this with honesty, trust and open two-way communication. Mark is a qualifying member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals®.

Mark elects to work with medical professionals specifically because he feels they’re in alignment with his values: strong work ethic, being goal-driven, and possessing the desire to help others. It is his priority to help his clients pursue their financial and business goals so they can focus on what they do best; the betterment of public health. He is a co-author of Physician’s Guide to Financial Independence as well as of The Dentist's Guide to Financial Independence. Mark has numerous years of experience helping clients overcome the obstacles that are specific to medical professionals as they try to reach financial independence, whether that is done through starting a practice, joining a partnership, independent contracting, or an academic practice.

Mark’s main office is located out of Dallas, Texas where he spends a lot of time helping young physicians settle in to practice. He believes that the habits formed early on in practice, good or bad, typically stick with someone and shape their long term financial future. That is why he is so passionate helping people form good financial habits early on, so they are positioned to reach their goals.

Some of the areas that Mark specializes in are:

  • Risk Management – True Own Occupation disability insurance, life insurance strategies, and asset protection strategies*
  • Retirement Strategies– 401k, Roth IRA, 403b, Traditional IRA, SEP IRA, Solo 401k
  • Tax Minimization Strategies* – Saving for the long term while minimizing taxes over a life time
  • Debt Management – Student Loans, Personal Loans, Mortgages, and Credit Cards
  • College Funding
  • Estate Planning*

Personal

Mark received his bachelor of business administration at Baylor University. Mark enjoys traveling with his wife and family, the outdoors (including fishing, camping, and hiking), running with his dogs, and playing basketball. He is actively involved with his church and the non-profits Stop Alzheimer’s Now (www.stopalzheimersnow.org) and Arrows of Light. Arrows of Light is a ministry raising up young leaders and expanding their horizons in the US and Central America. He is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.

Mark is a registered representative and investment advisor representative of CRI Securiites, LLC and Securian Financial Services, Inc. 1793779/DOFU 05-2017

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Dallas

Park Place on Turtle Creek
2911 Turtle Creek, Suite 300
Dallas, TX 75219

Cincinnati

Scripps Building
312 Walnut Street, 16th Floor
Cincinnati, OH 45202

Miami

AON Building
1001 Brickell Bay Drive, Suite 2700
Miami, FL 33131

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.