Matthew John Miller
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 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
10 years in the industry.
- Creative Planning LLCJan 2024 to now
- Commerce TrustMay 2023 to Aug 2023
- Kansas State University FoundationMay 2022 to May 2023
- Academy Sports + OutdoorsJun 2021 to Aug 2021
- Kansas State UniversityAug 2020 to Dec 2023
- Blue Valley RecreationOct 2017 to Feb 2018
- Blue Valley School DistrictApr 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 8250672
- Firm CRD
- 105348