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Matthew Anthony Miller

Investment adviser representative at Keen Wealth Advisors
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.2BFirm 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
  • Seminars and workshops

Experience

11 years in the industry.

  1. Keen Wealth AdvisorsJun 2023 to now
  2. Keen Wealth AdvisorsDec 2021 to Aug 2022
  3. Keen Wealth AdvisorsMay 2021 to Aug 2021
  4. Mccarthy ChevroletMay 2020 to Aug 2020
  5. You Move MeMay 2020 to Aug 2020
  6. Kansas State UniversityMay 2019 to May 2023
  7. Cable Dahmer Automotive GroupMay 2019 to Aug 2019
  8. Houlihans RestaurantJan 2018 to Aug 2018
  9. Milburn Country ClubApr 2017 to Nov 2017
  10. Shawnee Mission South High SchoolAug 2015 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, TX).

Keen Wealth Advisors

Legal name: Kwmg, LLC

$1.2BAssets managed
1,018Clients
22Advisers
12 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
7767768
Firm CRD
170293
Advisor's SEC record (opens in a new tab)
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