Matthew John 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

• 10/2017 → 02/2018
  Blue Valley Recreation
  Overland Park, KS
• 06/2021 → 08/2021
  Academy Sports + Outdoors
  Olathe, KS
• 05/2022 → 05/2023
  Kansas State University Foundation
  Manhattan, KS
• 05/2023 → 08/2023
  Commerce Trust
  Kansas City, MO
• 01/2024 → Present
  Creative Planning Llc
  Overland Park, KS
• 08/2020 → 12/2023
  Kansas State University
  Manhattan, KS
• 04/2016 → 05/2020
  Blue Valley School District
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-15

Other Names

• Matt Miller