Ryan Thomas Miller

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 06/2020 → 08/2020
  Crep Protect Ltd.
  Niles, IL
• 04/2023 → Present
  Mission Wealth Management, Lp
  St. Charles, IL
• 08/2020 → 03/2023
  University Of Illinois At Urbana-Champaign
  Champaign, IL
• 04/2013 → Present
  Student
  Champaign, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-23

Designations

• Certified Financial Planner