Michael Steven Miller
Investment adviser representative at Rkl Private Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Rkl Private WealthMay 2026 to now
- Rkl WealthMay 2026 to now
- Charles SchwabMar 2021 to May 2026
- Charles Schwab & Co., Inc.Jan 2019 to Mar 2021
- Northwestern Mutual Wealth Management CompanyAug 2017 to Oct 2018
- Northwestern Mutual Investment Services LLCJul 2016 to Oct 2018
- Northwestern Mutual Life Insurance CompanyJun 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rkl Private Wealth
Legal name: Rkl Wealth Management LLC
$2.5BAssets managed
1,050Clients
29Advisers
20 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
- 6652159
- Firm CRD
- 122693