Daniel J Miller

Employer firm

One Advisory Partners, LLC CRD 161614

$370M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  One Advisory Partners, Llc (F/K/A One Retirement, Llc)
  Overland Park, KS
• 06/2021 → 10/2024
  Origin Financial
  San Francisco, CA

Previous Registrations

• 2021-06-24 → 2025-01-16
  Origin Investment Advisory Llc
  Sarasota, FL
  Olathe, KS
• 2005-03-28 → 2015-07-08
  Cambridge Investment Research Advisors, Inc.
  Stilwell, KS
• 2005-01-10 → 2005-03-28
  Cambridge Investment Research, Inc.
  Stilwell, KS

Other Businesses

Independent Insurance Agent

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-30
• S63 Uniform Securities Agent State Law Examination
  2002-03-13

Designations

• Certified Financial Planner