Michael Scott Miller

Employer firm

Rosel Wealth Management, LLC CRD 291065

$630M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2015 → 06/2018
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 06/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2025 → Present
  Rosel Wealth Management
  Highlands Ranch, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-23
• S63 Uniform Securities Agent State Law Examination
  2015-10-26

Other Names

• Mike Miller
• Mike S Miller