Kevin Bradley Miller

Current Employers

Employment History

• 10/2008 → 07/2020
  Investacorp Inc
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Lansing, MI
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Lansing, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lansing, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Lansing, MI

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Lansing, MI
• 2010-10-14 → 2020-07-17
  Investacorp Advisory Services Inc
  Lansing, MI

Other Businesses

1. KEVIN MILLER FINANCIAL SERVICES POSITION: Owner NATURE: Fixed Insurance Sales, non-Investment Related, Conducted from 2373 Cedar Park, Holt MI 48842. The nature of the Outside Business Activity insurance sales, my position in the organization is agent, the duties of this position are agent .Start Date-2000 was the start of the relationship with the other business and zero hours are devoted to the other business per week and 1 of hours are devoted to the other business during securities trading hours per month. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2008 ADDRESS: 2373 Cedar Park, Holt MI 48842, United States DESCRIPTION: Provide clients with insurance options when right for their financial plan 2. KEVIN MILLER FINANCIAL SERVICES POSITION: Investment Advisor NATURE: Kevin Miller Financial Service, Investment Related, Conducted from 2373 Cedar Park, Holt MI 48842. The nature of the Outside Business -Financial Services, my position in the organization is president, the duties of this position are CFP work with clients on their financial plans and securities investments. Start Date-10/2007 was the start of the relationship with the other business and 40 hours are devoted to the other business per week and 40 of hours are devoted to the other business during securities trading hours per month. INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 10/01/2008 ADDRESS: 2373 Cedar Park, Holt MI 48842, United States DESCRIPTION: Financial Planning and investment selection and monitoring 3.POSITION: manager NATURE: Rental Houses, Non-Investment Related, Conducted from 1475 Lake Lansing Rd Lansing MI 48912. The nature of the Outside Business Activity (OBA) is Income property, my position in the organization is owner, the duties of this position are income property . Start Date-2007 was the start of the relationship with the other business and zero hours are devoted to the other business per week and 1 of hours are devoted to the other business during securities trading hours per month. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 1475 Lake Lansing Road, Lansing MI 48912 DESCRIPTION: Leasing and accounting 4.CK MILLER HOLDINGS POSITION: partner NATURE: CK Miller Holdings, non-Investment Related, Conducted from 4243 Redbud Trl Williamston MI 48895.The nature of the Outside Business Activity (OBA) is LLC, my position in the organization is partner, the duties of this position are sales and consulting. Start Date-2005 was the start of the relationship with the other business and zero hours are devoted to the other business per week and 1 of hours are devoted to the other business during securities trading hours per month. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 4243 Redbud Trl, Williamston MI 48895, United States DESCRIPTION: My wife has done sales for different companies over the last 15 years. This is LLC set up so she can keep track and reports commissions and costs. 5.KEVIN MILLER POWERSKATING POSITION: coach NATURE: Kevin Miller, Non-Investment Related, Conducted from 2373 Cedar Park, Holt MI 48842. The nature of the Outside Business Activity (OBA) is coaching, my position in the organization is owner, the duties of this position are coaching youth hockey. Start Date-2010 was the start of the relationship with the other business and zero hours are devoted to the other business per week and 0 of hours are devoted to the other business during securities trading hours per month. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 2373 Cedar Park, Holt MI 48842, United States DESCRIPTION: Coach youth hockey in the evening

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-02
• S63 Uniform Securities Agent State Law Examination
  1999-08-11

Designations

Other Names

• Kevin B Miller