Daniel Charles Miller

Employer firm

The Patriot Financial Group, LLC CRD 172470

$2.64B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2019 → 08/2019
  Mendakota Country Club
  Mendota Heights, MN
• 11/2019 → 01/2020
  Eddie Bauer
  Eden Prairie, MN
• 06/2015 → 04/2020
  St. Thomas Academy High School
  Mendota Heights, MN
• 09/2021 → 01/2022
  Creighton University
  Omaha, NE
• 01/2022 → 05/2023
  Colliers International
  Omaha, NE
• 09/2023 → Present
  Unified Legacy Advisors
  Omaha, NE
• 06/2025 → Present
  The Patriot Financial Group Insurance Agency, Llc
  Omaha, NE
• 08/2019 → 05/2023
  College
  Omaha, NE
• 05/2023 → 09/2023
  Unemployed
  Omaha, NE

Other Businesses

Unified Retirement Specialists, LLC; Insurance Producer; 17002 Marcy St. Suite 120 Omaha, NE 68526; Description: Selling life insurance and annuities; 2026-04-15; 20 hours per month devoted to business during trading hours; 5 Hours per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-30

Other Names

• Daniel C Miller