Nathaniel Miller, financial advisor Lawrence KS
88 score

Nathaniel Miller

CRD Number: 6422142
Current Firm: Ae Wealth Management, LLC

Nathaniel Miller (CRD# 6422142) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lawrence, KS and has over 2 years of experience in the finance industry.

Similar Advisors
Rance Carlson, CFP®, MBA, financial advisor Lawrence KS
Rance J. Carlson, CFP®, MBA
CRD# 5110433
Communityamerica Financial Solutions, LLC
Score
103
Similar Advisors
David Haik, financial advisor Lawrence KS
David M. Haik
CRD# 2559633
Bankers & Investors Company
Score
100
Similar Advisors
Garrett Harper, financial advisor Lawrence KS
Garrett Harper
CRD# 5983168
Eagle Strategies LLC
Score
98
Company Name Location Dates Years
Miller Retirement Group Lawrence, KS Dec 2010 - Current 6
Advisors Excel Topeka, KS Jul 2010 - Apr 2016 5
St. Clair Corp Overland Park, KS Mar 2010 - Jul 2010 < 1
Leading Edge Business Solutions Lawrence, KS Jul 2009 - Mar 2010 < 1
American Family Insurance Olathe, KS Mar 2009 - Jul 2009 < 1
Unemployed Lawrence, KS Feb 2009 - Mar 2009 < 1
10-d Security Overland Park, KS Mar 2006 - Jan 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Nathaniel J. Miller
Phone Number: 866-363-9595
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    650
    ACCOUNTS
  • Average Account Value
    $203,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NM, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.