Broker Check

Team

At Millennium Financial Group we believe our approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mark R Lyons, CLTC

Financial Advisor

(719) 304-8708

(719) 352-3840

His business has evolved to include solutions for retirement and financial independence, income andasset protection, investments, estate and asset transfers, and business continuity and succession.He designs and implements customized...

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Bradley Kellen, CFP®, ChFC®, CFS®

CERTIFIED FINANCIAL PLANNERâ„¢

(719) 304-8707

(719) 352-3840

Customized strategies are a trademark of Brad’s work. In today’s challenging environment, clients value his leadership more than ever. As co-founder of the wealth management firm, Millennium Financial Group, Brad focuses on...

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Scott Miller, MBA

Financial Advisor

(719) 304-8711

(719) 352-3840

As a Financial Advisor with Cetera Advisors LLC at the Millennium Financial Group, Scott is able to assist his clients with the utmost objectivity and the ability to scour the marketplace for the best products for his clients without...

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Robert (Bob) Nissen

Registered Representative

(719) 304-8705

(719) 352-3615

Bob Nissen has been in the financial services industry since 2003. He is licensed to sell Life and Health insurance as well as variable investment products. He enjoys continued use of his skills in risk management strategies,...

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