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Kurtis Paul Miller

Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
  • Seminars and workshops

Experience

14 years in the industry.

  1. Cetera Investment Advisers LLCApr 2026 to now
  2. Cetera Investment Services LLCMay 2024 to now
  3. The First Citizens National BankMay 2024 to now
  4. Western & SouthernOct 2023 to Oct 2023
  5. Zf Active Safety US Inc.Feb 2023 to May 2024
  6. City of CantonApr 2022 to Feb 2023
  7. UnemployedDec 2021 to Apr 2022
  8. US BankAug 2018 to Nov 2021
  9. Panther PremiumAug 2012 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (OH).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
7765904
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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