Five Star award winner Lori Miller, CFP®, MS

PROFESSIONAL PROFILE

Contact Me

Lori Miller, CFP^®, MS

Registered Principal/Wealth Advisor/Financial Planner

LPL Financial LLC

7900 E Union Ave Ste 1100

Denver, CO 80237

Office: 630-690-0000

ljmiller@lpl.com
www.YourWealthDiva.com

Professional Approach

At Lori's independent and innovative financial center powered by LPL Financial, it's all about you! As a Certififed Financial Planner Practitioner^TM and holder of a Master of Science (MS), Lori leads a dedicated, highly skilled professional team that is focused on empowering you to achieve your life goals with tailored financial strategies. With deep passion for client relationships, Lori ensures that each individual receives the time and attention needed to navigate the complexities of financial planning, investment management, wealth building, and insurance to make informed choices now. In today's dynamic and unpredictable financial landscape, planning for your future and aligning with your authentic life goals can feel overwhelming. That's why Lori's comprehensive, independent, experienced guidance provides actionable strategies and solutions across Financial Planning, Investment Advisory, Wealth Management, and Insurance Services---delivered through a registered investment advisor. Regularly visit Lori's website at www.YourWealthDiva.com for exclusive resources such as financial calculators, expert investment articles, and research reports refreshed weekly to ensure you're always equipped with the latest insights to make informed decisions and drive your financial success.

Our full-service financial center offers Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, ETFs, Mutual Funds, REITs, Private Equity, Lifetime Income Annuities, IRAs, ROTH IRA's, Rollovers, 401Ks, 529 College Savings Plans, Qualified Retirement Plans, Brokerage and Insurance products and services. We look forward to serving your financial, planning, and insurance needs, so please call us today at (630) 690-0000 to put Lori and her team to work for you! Be Empowered and Inspired to Live Boldly Now while working towards Financial Freedom!

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 06/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2858 Denver-area wealth managers were considered for the award; 217 (8 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,435, 224, 9%, 10/1/24, 12/12/23 - 7/9/24; 2023: 2,580, 247, 10%, 10/1/23, 12/12/22 - 6/30/23; 2022: 2132, 235, 11%, 10/1/22, 1/17/22 - 7/15/22; 2021: 2158, 206, 10%, 10/1/21, 1/4/21 - 7/30/21; 2020: 2172, 213, 10%, 10/1/20, 1/20/20 - 8/14/20; 2019: 2146, 262, 12%, 10/1/19, 1/21/19 - 8/23/19; 2018: 2255, 267, 12%, 10/1/18, 1/18/18 - 8/21/18; 2017: 1716, 287, 17%, 10/1/17, 1/18/17 - 8/9/17; 2016: 1552, 515, 33%, 9/1/16, 2/23/16 - 8/26/16; 2015: 3008, 517, 17%, 10/1/15, 2/19/15 - 8/17/15; 2014: 4385, 528, 12%, 10/1/14, 2/19/13 - 8/17/13; 2013: 2083, 607, 29%, 10/1/13, 2/19/12 - 8/17/12; 2012: 1965, 611, 31%, 10/1/12, 2/19/11 - 8/17/11.

Click to access BrokerCheck

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.