Matthew T. Miler

Employer firm

The Milwealth Group, LLC CRD 108931

$497M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• CLIENT TAX PREP SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 08/2021
  Mccarthy Grittinger Financial Group, Llc
  Milwaukee, WI
• 09/2021 → 02/2024
  Mccarthy Grittinger Financial Group,Llc
  Milwaukee, WI
• 03/2024 → Present
  The Milwealth Group Llc (Fna Mccarthy Grittinger Financial Grp)
  Milwaukee, WI

Previous Registrations

• 2007-02-28 → 2010-10-08
  Deloitte Investment Advisors Llc
  Cincinnati, OH

Other Businesses

Independent Contractor for International Foundation of Employee Benefit Plans 18700 W. Bluemound Road Brookfield, WI 53045 Course Instructor for Investment Basics (Certificate Series) 2022-Present Approximately 40 hours per year Instruction typically occurs over 4 days during the year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-08

Designations

• Certified Financial Planner