Daniel MillerCRD Number: 4503339
Current Firm: One Advisory Partners, LLC
Daniel Miller (CRD# 4503339) is an Investment Advisor Representative working at One Advisory Partners, LLC in Overland Park, KS and has over 16 years of experience in the finance industry. Daniel Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|One Retirement, LLC||Overland Park, KS||Jul 2015 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2005 - Jul 2015||10|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2002 - Jul 2015||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2004|
Total Assets Under Management209MILLIONS
Total Number of Accounts447ACCOUNTS
Average Account Value$467,562
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
KS, MO, NE, TX
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