Karver Lee Miller
Investment adviser representative at Smart Wealth, LLC
10 yearsExperience
1 stateRegistered in
$686.4MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Smart Wealth, LLCJul 2026 to now
- Retire SmartNov 2025 to now
- United Health GroupJun 2025 to Aug 2025
- Restoration SystemsMay 2023 to Aug 2024
- University of Nebraska - LincolnAug 2022 to May 2026
- Chaska High SchoolMay 2016 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
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
- 8309869
- Firm CRD
- 315496