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Andrew Kendall Miller

MILLER FINANCIAL MANAGEMENT, LLC·MUNCIE, Indiana
Series 65Clean record17 years registeredMILLER FINANCIAL MANAGEMENT, LLC
3000 W WHITE RIVER BLVD, MUNCIE, IN 47304CRD# 5545320Firm CRD# 119501

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Kendall Miller · MUNCIE, IN
Registration
CRD #5545320 · MILLER FINANCIAL MANAGEMENT, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Sep 2020 – present
MILLER FINANCIAL MANAGEMENT, LLC
Aug 2008 – Sep 2020
MUNCIE, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 26, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILLER FINANCIAL MANAGEMENT, LLC
CRD 119501 · SEC 801-87173
AUM
$137M
Regulatory assets under management
Employees
4
308 client accounts
Services offered by MILLER FINANCIAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MILLER FINANCIAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Andrew Kendall Miller offer?
Andrew Kendall Miller specializes in Financial Planning, Investment Management. Contact their office in MUNCIE, Indiana for a consultation.
What are Andrew Kendall Miller's credentials?
Andrew Kendall Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Kendall Miller located?
Andrew Kendall Miller is based in MUNCIE, Indiana, working with MILLER FINANCIAL MANAGEMENT, LLC. Their office serves clients in the MUNCIE metropolitan area and surrounding communities.
How does Andrew Kendall Miller charge for services?
Andrew Kendall Miller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLER FINANCIAL MANAGEMENT, LLC?
MILLER FINANCIAL MANAGEMENT, LLC has approximately 4 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MILLER FINANCIAL MANAGEMENT, LLC

Chris Alan Miller
MUNCIE, IN

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