Matthew Miller (CRD# 7767768) is an Investment Advisor Representative working at Keen Wealth Advisors in Overland Park, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Keen Wealth Advisors | Overland Park, KS | Jun 2023 - Current | < 1 |
Kansas State University | Manhattan, KS | May 2019 - May 2023 | 4 |
Keen Wealth Advisors | Overland Park, KS | Dec 2021 - Aug 2022 | < 1 |
Keen Wealth Advisors | Overland Park, KS | May 2021 - Aug 2021 | < 1 |
Mccarthy Chevrolet | Olathe, KS | May 2020 - Aug 2020 | < 1 |
You Move Me | Overland Park, KS | May 2020 - Aug 2020 | < 1 |
Cable Dahmer Automotive Group | Kansas City, MO | May 2019 - Aug 2019 | < 1 |
Shawnee Mission South High School | Overland Park, KS | Aug 2015 - May 2019 | 3 |
Houlihans Restaurant | Overland Park, KS | Jan 2018 - Aug 2018 | < 1 |
Milburn Country Club | Shawnee, KS | Apr 2017 - Nov 2017 | < 1 |
Indian Woods Middle School | Overland Park, KS | Aug 2013 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- KS
- MO
- TX
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Total Assets Under Management915MILLIONS
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Total Number of Accounts2,386ACCOUNTS
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Average Account Value$383,447
- A percentage of assets under your management
- Hourly charges
- 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)
AK, AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, OH, OK, TN, TX, VA, WA
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