Karver Lee Miller

Employer firm

Smart Wealth, LLC CRD 315496

$686M regulatory AUM

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

• 11/2025 → Present
  Retire Smart
  Omaha, NE
• 07/2026 → Present
  Smart Wealth
  Omah, NE
• 06/2025 → 08/2025
  United Health Group
  Minnetonka, MN
• 05/2023 → 08/2024
  Restoration Systems
  Chaska, MN
• 08/2022 → 05/2026
  University Of Nebraska - Lincoln
  Lincoln, NE
• 05/2016 → 05/2023
  Chaska High School
  Chaska, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-27