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Kevin Robert Miller

Investment adviser representative at FBD Asset Mgmt
40 yearsYears since first job or exam
1 stateRegistered in
$76.8M
6 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

40 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. FBD Asset MgmtJun 2026 to now
  2. FBD Asset Management, LLCApr 2020 to now
  3. Systelligence, LLCMay 2016 to now
  4. The Evaluator, LLCJan 2013 to now
  5. Fringe Benefits Design of Minnesota, Inc.Nov 1990 to now
  6. Intervest International Equities CorporationMay 1995 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1986
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 1 state (MN).

FBD Asset Mgmt

Legal name: FBD Asset Mgmt, LLC

$76.8M
137Clients
1Advisers
6 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

1580298
307216
Advisor's SEC record (opens in a new tab)
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