David Michael Miller
Investment adviser representative at Assuredpartners Investment Advisors
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$3.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Assuredpartners Investment AdvisorsMay 2024 to now
- Private Client ServicesMay 2024 to now
- Kestra Advisory Services LLCApr 2016 to May 2024
- Kestra Investment Services, LLCJan 2016 to May 2024
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (TX).
Assuredpartners Investment Advisors
Legal name: Assuredpartners Investment Advisors, LLC
$3.9BAssets managed
2,159Clients
30Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1849707
- Firm CRD
- 309550