Kevin Lee Miller

Employer firm

Trunorth Capital Management, LLC CRD 165285

$725M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2005 → 01/2019
  Plante Moran Financial Advisors
  Portage, MI
• 02/2019 → Present
  Trunorth Capital Management Llc
  Kalamazoo, MI

Previous Registrations

• 2010-02-04 → 2019-01-03
  Plante Moran Financial Advisors
  Portage, MI
  Chicago, IL
  Portage, MI

Other Businesses

Beginning in 2019, as an independent contractor, teach CPA continuing education courses for Surgent CPE. This activity is not investment related. Commitments are expected to be about 20 hours annually. Depending on the date and time of the courses, some may be during securities trading hours.

Designations

• Certified Financial Planner