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    Our Firm

    Lee Miles is the Ogden financial advisory firm that believes in trust, integrity and family. Our mission is to be the last financial advisor that our clients ever have.  Our primary focus is retirement income planning to allow our clients to focus on their families, hobbies and interests without worry about their money or investments.

    Lee Miles LLC is a Registered Investment Advisor. Our services include personalized and written retirement and income plans, Social Security income plans, portfolio risk and fee analyses, asset management and other financial products including insurance and annuities.

    Lee Miles is the the founder and managing member of Lee Miles LLC. He has 26 years of experience in the financial services industry and holds a Bachelor of Science degree in Finance from Weber State University.

    Lee Miles is an Investment Advisor Representative and holds a professional Life Insurance Consultant License in Utah. He is also insurance licensed in California. Lee holds three professional designations. He is a Certified Financial PlannerTM, Chartered Life Underwriter and Chartered Financial Consultant.

     

    Brady Fuller

    Brady Fuller is a financial advisor working for Lee Miles. He says, “Helping people is really why I got into this business. There are too many financial salesmen out there and not enough financial planners.”

    Brady is a CERTIFIED FINANCIAL PLANNER™ which is one of the most respected credentials in the Financial Planning Industry. Only 1 out of every 25 Utah agents are CERTIFIED FINANCIAL PLANNERS™ . This CFP® designation means that Brady has passed stringent education, experience, examination, and ethical qualifications. You can find out more about the CFP® designation at www.cfp.net.

    He has always lived in the Ogden area and loves the active lifestyle the Wasatch Front has to offer. Brady and his wife, Heather, live in North Ogden and are the proud parents of three beautiful children; Jack, Ruby, and Max.

    Brady was introduced to financial advising by Lee in 2005 after coming home from an LDS mission in Oklahoma. Brady worked for Lee while attending the University of Utah on a full ride academic scholarship and he graduated with a bachelor’s degree in Finance.

    Upon graduating, Brady went on to work for a high net worth boutique firm in Salt Lake City building financial plans for multimillion dollar portfolios. Brady then worked for Chase Bank as a Financial Advisor and found great success. However, in order to spend more time with his clients and offer a greater range of accounts, Brady decided to come back to to the independent market and work with Lee again.

    Brady loves teaching people and volunteers teaching an educational series in the community focusing on preventing fraud and financial abuse among seniors and older adults.

    What do you like to do for fun?

    “Ever since I was a kid, I’ve loved to build things. I’ve built our fireplace, entertainment center, outdoor patio and pergola, and I just finished up a complete remodel of our kitchen.”

    What is something most people don't know about you?

    “During what I like to call my ‘teen-life crisis’ I had hair down to my shoulders, wore my pants way too low, and went snowboarding every day I could.”

    When you were a kid, what did you want to be when you grew up?

    “I actually wanted to be a doctor so I could help people. I even started taking classes at the U of U to become one. But I quickly realized that working 80 hours a week didn’t appeal to me. Lee showed me that I’m actually helping people by helping them plan for their retirement. Now, I even get to help doctors with their money.”

    Who do you look up to?

    “There are a lot of people that I look up to. But right now I’m thinking of my Father, Kent, who passed away in 2013 at the age of 82. He taught me a lot of things but I admire him because he’d lived a good long life and had done everything that was important to him. He had no regrets and I hope to be able to say that about myself someday.”

    What are some things on your bucket list?

    “My bucket list is always changing, but so far I have: jump out of an airplane, travel to Cinque Terra in Italy, and someday to go into outer space.”

    What is your favorite part of your job?

    “I love meeting new people and learning about them and their family. I’ve been able to meet the most amazing people and actually make some great friends. I also love working for Lee, he is one of the most generous people I know…not to mention taking every Friday off from work is pretty nice too.”

     


    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@leemiles.com or call us at (801) 394-8785 today!

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

    Complimentary Report
    "Your Retirement Income Planning Checklist”
  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

    Who we are / Our Focus
    Meet Lee Miles
    Since 1988, Lee Miles has been working with friends and neighbors throughout the greater Ogden area to help meet their financial goals.
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    Resources
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    Investment advisory services offered through Lee Miles LLC

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.