Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
14yrs
Daniel Miller
Full name on record: Daniel Thomas Miller
Financial advisor at Benjamin F. Edwards & Company
Daniel Miller is a fiduciary financial advisor in St. Louis, Missouri, with 14 years in the industry. After less than a year at Wells Fargo Investment Institute and nine years at Wells Fargo Advisors, Daniel joined Benjamin F. Edwards & Company in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Benjamin F. Edwards & Company reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 51% of advisors in St. Louis
OfficeOne North Brentwood Blvd, Suite 850, St. Louis, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$553,528
Advisors at the firm516
States licensed ?1 state
Services through Benjamin F. Edwards & Company
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowBenjamin F. Edwards & Company, Inc.Current firm
- May 2024 – Jun 2024Wells Fargo Investment Institute, Inc.Previously
- 2013 – 2022Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(314) 726-1600Benjamin F. Edwards & Company main office One North Brentwood Blvd, Suite 850St. Louis, MO 63105Office · Get directions YouTube channelBenjamin F. Edwards & Company
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Benjamin F. Edwards & Company at (314) 726-1600 and ask for Daniel Miller. Daniel works from the St. Louis, MO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 14 years. More experience than 51% of advisors in St. Louis.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Benjamin F. Edwards & Company reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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