Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacia? Claim Your ProfileStacia Miller is an investment advisor representative at Creative Planning, a firm with over $175 billion in assets under management. Stacia has been in the financial industry since 1996 and holds licenses in Kansas and Texas. Stacia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
1
2
KS
09/05/2023 - Present
Creative Planning (OVERLAND PARK KS)
KS
01/05/2010 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
01/05/2010 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
MO
07/15/2009 - 12/11/2009
NATIONAL PENSION & GROUP CONSULTANTS, INC (KANSAS CITY MO)
KS
02/20/2009 - 07/06/2009
PRUCO SECURITIES, LLC. (OVERLAND PARK KS)
MO
05/16/2007 - 12/06/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
07/08/1999 - 05/16/2007
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
06/14/1996 - 05/18/1999
UMB SCOUT BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 06/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Stacia Miller is the right advisor for you? Invested Better is here to help.
