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Tyler Miller

9 Years of Experience
Fairfield, IA
2 DisclosuresBroker

Tyler Miller is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 9 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3935 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.

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Location

1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 2021
Final Disposition
Criminal
April 2011
Final Disposition
Other Business Activities

Tyler is a professor at Southern Illinois University Edwardsville School of Business since March 2024. This takes about 10-20% of his time.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2022 - Present · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2022 - November 2022 · 0 mos
Frost Investment Advisors, LLC
September 2020 - December 2021 · 1 yr 3 mos
American Funds Distributors, INC.Broker
August 2019 - March 2020 · 7 mos
American Funds Distributors, INC.
August 2019 - March 2020 · 7 mos
Stifel, Nicolaus & Company, Incorporated
April 2016 - July 2019 · 3 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2016 - July 2019 · 3 yrs 3 mos
Century Securities Associates INC
July 2015 - April 2016 · 9 mos
Century Securities Associates, INC.Broker
April 2015 - April 2016 · 1 yr
State Registrations1 state
IA
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.