James Miley, Cima®

James Miley, Cima® Email and Phone Number

Managing Director & Chief Investment Officer at Hays Financial Group ► Guidance and strategies to enhance your retirement planning outcomes @ Hays Financial Group
James Miley, Cima®'s Location
Minneapolis, Minnesota, United States, United States
James Miley, Cima®'s Contact Details

James Miley, Cima® personal email

n/a

James Miley, Cima® phone numbers

About James Miley, Cima®

James Miley, CIMA® | HFG | jmiley@haysfinancialgroup.comJim is the Managing Director and Chief Investment Officer at Hays Financial Group (HFG). With an emphasis on operational efficiency, he focuses on providing committees and pre-retirees with customized strategies that support their economic success.As a retirement planning professional, Jim helps individuals plan for their retirement with deliberate and actionable steps. He aims to demystify the financial planning process with understandable language and personalized education. Within organizations, Jim works with business owners, HR Directors, and CFOs to create and offer the most effective plans and programs for their employees.Jim earned his Bachelor’s degree in Business Administration from Concordia University-Saint Paul. Later, he obtained his Certified Investment Management Analyst® designation from the Investments & Wealth Institute. Jim was also notably recognized as one of NAPA’s 2019 Top 100 Retirement Plan Advisors under 40. Jim and his wife Katie have four children and live in Saint Paul, MN.*Basis for award conferred by National Association of Plan Advisors (NAPA). www.napa-net.org.

James Miley, Cima®'s Current Company Details
Hays Financial Group

Hays Financial Group

View
Managing Director & Chief Investment Officer at Hays Financial Group ► Guidance and strategies to enhance your retirement planning outcomes
James Miley, Cima® Work Experience Details
  • Hays Financial Group
    Managing Director & Chief Investment Officer
    Hays Financial Group 2017 - Present
    Minneapolis, Minnesota, United States
    Jim Miley wears many hats at HFG, including serving as Managing Director and Chief Investment Officer. In addition to his years of experience as a financial advisor focusing on retirement planning, he obtained the Certified Investment Management Analyst® designation from the Investments & Wealth Institute to better serve their clients’ complex financial needs. Jim is excited to see how the firm has grown from infancy in 2017 to becoming a nationwide industry leader in the qualified retirement plan space. They currently interact with over 200k participants and thrive on helping them improve their lives and reach the American Dream. A continual learner himself, Jim teaches, organizes, and participates in educational forums that provide opportunities for others to embrace financial concepts and enjoy greater confidence in the strength of their future. To receive notices of Jim’s monthly LinkedIn newsletter, Miley’s Money Matters, which highlights financial insights, retirement tips, and helpful resources, please subscribe on our HFG business page or here: https://www.linkedin.com/newsletters/7074074352895344641/**Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above. Investment advice offered through Hays Financial Group, a registered investment advisor. Hays Financial Group and Hays Investment Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.haysfinancialgroup.com/
  • Rbc Wealth Management
    Associate Vice President
    Rbc Wealth Management 2009 - 2017
    Minneapolis
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 2006 - 2009
    Minneapolis

James Miley, Cima® Skills

Wealth Management Planning Saint

James Miley, Cima® Education Details

Frequently Asked Questions about James Miley, Cima®

What company does James Miley, Cima® work for?

James Miley, Cima® works for Hays Financial Group

What is James Miley, Cima®'s role at the current company?

James Miley, Cima®'s current role is Managing Director & Chief Investment Officer at Hays Financial Group ► Guidance and strategies to enhance your retirement planning outcomes.

What is James Miley, Cima®'s email address?

James Miley, Cima®'s email address is jm****@****ies.com

What is James Miley, Cima®'s direct phone number?

James Miley, Cima®'s direct phone number is (612) 333*****

What schools did James Miley, Cima® attend?

James Miley, Cima® attended Concordia University-St. Paul, Saint Thomas Academy.

What skills is James Miley, Cima® known for?

James Miley, Cima® has skills like Wealth Management, Planning, Saint.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.