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Brian Scott Miller

Peninsula Asset Management Inc

Bradenton, FL

CRD 1702414

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Employer firm

Peninsula Asset Management Inc CRD 108600

$284M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • CHARITABLE ORGANIZATIONS

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

Current Employers
Peninsula Asset Management Inc

1001 3Rd Avenue West Suite 220, Bradenton, FL 34205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-21
  • FL RA
    APPROVED
    Since 2025-11-21

Branch Locations

1111 Third Avenue West Suite 340, Bradenton, FL 34205 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Financial Design Kokomo IN 05/1986 Present
  • 05/1986 → Present
    Creative Financial Design
    Kokomo, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-26
S63 Uniform Securities Agent State Law Examination 1987-07-13
  • S65 Uniform Investment Adviser Law Examination
    1999-04-26
  • S63 Uniform Securities Agent State Law Examination
    1987-07-13

View on SEC IAPD

Nearby Firms

EDWARD JONES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LEVEL FOUR ADVISORY SERVICES

Nearby Investors

John Bullock Tucker
Thomas Herman Breiter
Alexander Chadsey Gault

Nearby Offices

PENINSULA ASSET MANAGEMENT INC · BRADENTON, FL
EDWARD JONES · Bradenton, FL
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BRADENTON, FL

More in Bradenton, FL

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