One Retirement, LLC

One Retirement, LLC (CRD# 161614) is a financial advisory firm headquartered in Overland Park, KS. They manage $164,064,368 in 439 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $373,723
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NE, TX

Financial Advisors at One Retirement, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel J. Miller
CRD#: 4503339
10851 Mastin Boulevard, Suite 270, Overland Park, KS 66210
96
Wealthminder
score

Daniel Miller (CRD# 4503339) is an Investment Advisor Representative working at One Retirement, LLC in Overland Park, KS and has over 14 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.