Samuel
Miller

Adk Wealth Advisory Group

CRD#5370097
Investment Advisor
in Saint Louis, MO

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About this Advisor

Samuel Miller is a financial advisor who works in Saint Louis, Missouri, with 7 years of relevant experience. Miller is currently employed by Adk Wealth Advisory Group. Their career trajectory has included roles at Lpl Financial LLC and Kraft, Davis & Associates, LLC (Dba: Adk Wealth Advisory Group). Miller holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Missouri and Texas. Adk Wealth Advisory Group is a firm operating out of Saint Louis, MO. The company has offices in three locations and a total of 13 employees. It controls $529 million in assets under management among its 1,921 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 1,921 customer accounts, 42% belong to high-net-worth individuals who have at least $1 million in assets. Adk Wealth Advisory Group offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically vary depending on the type of services offered. Fee types billed by Adk Wealth Advisory Group likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

12935 North Outer Forty Road Suite 101
Saint Louis, MO 63141

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Adk Wealth Advisory Group Brokerage Details

Total Assets Under Management

$529,047,829

MO Average: $11,469,110,461
Total Number of Employees

13

MO Average: 458
Total Number of Accounts

1,921

MO Average: 33,415
Average Account Size

$275,402

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Samuel Miller Work History

Samuel has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Kraft, Davis & Associates, LLC (Dba: Adk Wealth Advisory Group)

2007 - Present (17 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Adk Wealth Advisory Group

John Sinak
Chesterfield, MO
Veronica Steck
Saint Louis, MO
Donald Vaught
Saint Louis, MO
Samuel Miller
Saint Louis, MO
Daniel Davis
Saint Louis, MO
Cory Kraft
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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

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