Unclaimed
Andrew Kendall Miller is a Certified Financial Planner™ and a Chartered Financial Analyst® who has been in the financial services industry since October 2007. Andrew is currently registered as an Investment Advisor Representative in Indiana and Texas. Andrew is employed with Creative Planning, Inc. in Overland Park, Kansas, where he provides a wide range of financial advisory services to individuals, families, and businesses. Andrew's areas of expertise include financial planning, retirement planning, investment management, and estate planning. He is committed to helping his clients achieve their financial goals by providing them with personalized advice and tailored investment strategies. Outside of the financial services industry, Andrew is the passive owner of Miller Financial Management, LLC., a medical consulting business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
09/29/2020 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 03/29/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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