Unclaimed Profile

Michael H Miller

CREATIVEONE WEALTH, LLC·OVERLAND PARK, Kansas

Series 654 years registeredCREATIVEONE WEALTH, LLC

6330 SPRINT PKWY, OVERLAND PARK, KS 66211CRD# 6258653Firm CRD# 281213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael H Miller · OVERLAND PARK, KS

Registration

CRD #6258653 · CREATIVEONE WEALTH, LLC · 4 years registered

Brand Profile

Not yet started

Career History

CREATIVEONE WEALTH, LLC

Jun 2022 – present

CREATIVEONE SECURITIES, LLC

Jun 2022 – Jun 2022

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 30, 2022

Years registered · 4

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CREATIVEONE WEALTH, LLC

CRD 281213 · SEC 801-106677

AUM

$3.4B

Regulatory assets under management

Employees

201

21,910 client accounts

Services offered by CREATIVEONE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVEONE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Michael H Miller offer?

Michael H Miller specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Michael H Miller's credentials?

Michael H Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael H Miller located?

Michael H Miller is based in OVERLAND PARK, Kansas, working with CREATIVEONE WEALTH, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Michael H Miller charge for services?

Michael H Miller's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREATIVEONE WEALTH, LLC?

CREATIVEONE WEALTH, LLC has approximately 201 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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