Charles Daniel Miller,  CFP<sup>&reg;</sup> - Financial Advisor

Charles Daniel Miller, CFP®

MBA, APMA®

Financial Advisor

Ameriprise Financial

10955 Lowell Ave, Ste 420
Overland Park, KS 66210

Ameriprise Financial

326 Santa Fe Street
Leavenworth, KS 66048
FINANCIAL ADVISOR'S WEBSITE
(913) 451-1135 CONNECT WITH Charles
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General

Charles Miller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial in Overland Park, KS and the surrounding communities.

Financial Advisor Overview

Charles D. Miller, CFP®, MBA- Financial Advisor

I work with mature individuals who want to plan for their money to support the lifestyle they choose, and who want strategies to reduce the impact of taxes and inflation on their income. Together, we explore the financial alternatives available, so they can make solid decisions about where and how they want to put their money to work.

Mission Statement-My mission is to help clients plan for their financial objectives-prudently and thoughtfully-through a long-term relationship based on experienced and knowledgeable advice.

Specialization-Personal financial planning including planning for retirement, retirement income strategies, tax management strategies, asset allocation and preservation, and estate strategies.

I will provide a complimentary initial consultation to prospective clients so that we may determine if their needs and my practice are well-matched. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Personal-Married with 4 children.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Financial Advisor Experience

Received a Bachelor's degree in Political Science from the University of Missouri-Columbia in 1985 and an MBA from Washburn University, Topeka, KS, in 1995. Served as a Regular Army Officer from July 1986 through March 1996. Joined Ameriprise Financial as a financial advisor in May 1996. Retired as a lieutenant colonel from the United States Army Reserve in May 2011.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Portfolio Management Advisor (APMA®)

Insurance Licenses

  • Life insurance: WA,TX,FL,KS,MO,WI,CO,NM,OH,NC
  • Health/disability insurance: WA,TX,FL,KS,MO,WI,CO,NM,OH,NC
  • Fixed annuities: WA,TX,FL,KS,MO,WI,CO,NM,OH,NC
  • Variable annuities: WA,TX,FL,KS,MO,WI,CO,NM,OH,NC

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise Financial cannot guarantee future financial results.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

© 2021 Ameriprise Financial, Inc., All rights reserved.

Backgound and qualification information is available at FINRA's BrokerCheck website:  http://brokercheck.finra.org/

 


 


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources