Miles Kenneth Rader
Investment adviser representative at Willner & Heller LLC
10 yearsExperience
1 stateRegistered in
$193.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Willner & Heller LLCFeb 2024 to now
- Map Strategic Wealth AdvisorsSep 2021 to Jan 2024
- UBS Financial Services Inc.Oct 2019 to Aug 2021
- Wood Ranch Bbq and GrillMar 2019 to Oct 2019
- UBSJan 2019 to Oct 2019
- Marugame UdonSep 2017 to Sep 2018
- California Lutheran UniversityAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Willner & Heller LLC
$193.1MAssets managed
178Clients
3Advisers
8 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
- 7061094
- Firm CRD
- 135406