Joel J Miller

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2025 → Present
  Msmf Wealth Management
  St. Louis, MO
• 08/2013 → 12/2024
  Tortoise Capital
  Overland Park, KS
• 12/2024 → 07/2025
  Unemployed
  Waterloo, IL
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) MSMF WEALTH MANAGEMENT; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR WEALTH MANAGEMENT; FINANCIAL PROFESIONAL; SINCE 07/07/2025 HRS 160/MONTH

Exams

• S66 Uniform Combined State Law Examination
  2025-10-16