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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Who We Are

 

Millner Wealth Management_Investments_Financial Advisors_Bismarck North Dakota

Jason Millner, CFP®

Vice President / Investments

millnerj@stifel.com

 

Jason earned the CERTIFIED FINANCIAL PLANNER™ certification and has been a financial advisor since 2001. He holds a Bachelor of Science degree from the University of Mary, Bismarck, with an emphasis in business.

 

Jason is a past board president of MSA United Way and the Bismarck Public Schools Foundation, and volunteers with Junior Achievement and other non-profits throughout the community.

 

Millner Wealth Management_Investments_Financial Advisors_Bismarck North Dakota

Katie Peltz

Registered Client Service Associate

peltzk@stifel.com

Katie joined Stifel in 2014. She holds her Bachelor of Science degree from Minnesota State University at Moorhead.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck