Andrew Kendall Miller

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2007 → 08/2020
  Miller Financial Management
  Muncie, IN
• 08/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2008-08-26 → 2020-09-24
  Miller Financial Management, Llc
  Muncie, IN
  Muncie, IN

Other Businesses

Miller Financial Management, LLC. Muncie, IN; Not investment related; Medical consulting business; Start date 8/31/20; O hours spent on the business; Passive owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst