Michael H Miller

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 06/2022 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 02/2017 → Present
  Creativeone
  Overland Park, KS
• 10/2013 → 02/2017
  Global Atlantic Financial Group
  West Des Moines, IA

Previous Registrations

• 2022-06-30 → 2022-06-30
  Creativeone Securities, Llc
  Overland Park, KS
  Overland Park, KS
  Overland Park, KS

Other Businesses

CreativeOne, non investment-related, 6330 Sprint Pkwy, Overland Park, KS, 66211, Insurance Marketing, Brokerage and Sales, President/CEO, 10% Ownership, Start date 2/2017, 160 hr/mn during trading hours, 50 hr/mn during trading hours, Direct and oversee all business and operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-23

Other Names

• Mike Miller