Daniel J Miller
Investment adviser representative at One Advisory Partners, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$369.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- One Advisory Partners, LLCJul 2015 to now
- One Advisory Partners, LLC (f/k/a One Retirement, LLC)Jul 2015 to now
- Origin FinancialJun 2021 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
One Advisory Partners, LLC
$369.5MAssets managed
314Clients
7Advisers
14 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
- 4503339
- Firm CRD
- 161614