KM
CFP
KM
CFP

Kyle Miller

19 Years of Experience
Lincoln, NE
BrokerSells Insurance

Kyle Miller is a CFP-designated registered investment advisor, based in Lincoln, NE, with 19 years of industry experience.

Location

3600 Village Dr, St 110, Lincoln, NE, 68516

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kyle is on the advisory board for Big Brothers Big Sisters Lincoln and a general board member for Big Brothers Big Sisters of the Midlands, dedicating minimal time to each. He is also an agent/broker for Co-Op Insurance and R.F. Brokerage, selling fixed insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2006 - August 2023 · 16 yrs 11 mos
Securian Financial Services, INC.Broker
August 2006 - August 2023 · 17 yrs
State Registrations16 states
ARAZCACOIAKSMOMSNCNENYORPATXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kyle Miller - Financial Advisor | TrueAdvisor