Unclaimed Profile

Karl Olof Mills

JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, California

Series 2, Series 6, Series 26, Series 63, Series 65Clean record23 years registeredJURIKA, MILLS & KEIFER, LLC

3595 MOUNT DIABLO BLVD, LAFAYETTE, CA 94549CRD# 2040384Firm CRD# 126825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Karl Olof Mills · LAFAYETTE, CA

Registration

CRD #2040384 · JURIKA, MILLS & KEIFER, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

May 2023 – present

JURIKA, MILLS & KEIFER, LLC

Jul 2003 – Aug 2023

LAFAYETTE, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · July 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JURIKA, MILLS & KEIFER, LLC

CRD 126825 · SEC 801-112830

AUM

$282M

Regulatory assets under management

Employees

303 client accounts

Services offered by JURIKA, MILLS & KEIFER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JURIKA, MILLS & KEIFER, LLC →

Introduction

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Frequently Asked Questions

What services does Karl Olof Mills offer?

Karl Olof Mills specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LAFAYETTE, California for a consultation.

What are Karl Olof Mills's credentials?

Karl Olof Mills is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Karl Olof Mills located?

Karl Olof Mills is based in LAFAYETTE, California, working with JURIKA, MILLS & KEIFER, LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.

How does Karl Olof Mills charge for services?

Karl Olof Mills's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JURIKA, MILLS & KEIFER, LLC?

JURIKA, MILLS & KEIFER, LLC has approximately 4 employees and manages $282M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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