Austin Gregory Miller
Investment adviser representative at Wealthplan Investment Management LLC
13 yearsExperience
1 stateRegistered in
$2.2BFirm assets
5 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 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
13 years in the industry.
- Wealthplan Investment Management LLCApr 2025 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Wealthplan Partners, LLCSep 2020 to now
- Securities America, Inc.Nov 2020 to Jun 2024
- Pga WestNov 2013 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wealthplan Investment Management LLC
$2.2BAssets managed
2,145Clients
29Advisers
5 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
- 7295562
- Firm CRD
- 311364