Kevin Robert Miller
Professional Summary
Kevin Robert Miller, who also goes by Kevin R Miller, is a registered financial advisor currently at SYSTELLIGENCE, LLC located in Bloomington, Minnesota and FBD ASSET MGMT located in Bloomington, Minnesota. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Kevin has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kevin R Miller
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
SYSTELLIGENCE, LLC
Contact Information
Main Address
7760 France Avenue South Suite 925, Bloomington, MN 55435Phone Number
(855) 621-9877# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
6AUM (Assets Under Management)
$783,897,454Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
SYSTELLIGENCE, LLC
State Registrations and Notice Filings
(2/28/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1986About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kevin Robert Miller's CRS (Customer Relationship Summary).
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