Kevin R. Miller

SYSTELLIGENCE

Bloomington, MN 55435

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CRD#: 1580298

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin R Miller

Other business activities

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.

1) Fringe Benefits Design of Minnesota, Inc.; Owner; Investment related; Qualified third-party administration company; November 1990 - Present; 7760 France Avenue South, Suite 950, Bloomington, MN 55435; Number of hours varies 2)The E-Valuator, LLC; Owner; Investment related; Investment analytics software company; January 2013 - Present; 7760 France Avenue South, Suite 620, Bloomington, MN 55437; 20 hours per month 3)Systelligence, LLC; CEO; Registered Investment Advisor; Oversee the asset management of 6 mutual funds; May 2016 - Present; 7760 France Avenue South, Suite 620, Bloomington, MN 55437; 20 - 40 hours per month some of which occur during trading hours 4)FBD Asset Management, LLC; Sole Member/Chief Investment Officer; Registered Investment Advisor; The RIA provides investment advice and investment management services primarily to individuals, both high net worth and otherwise; April 2020 - Present; 7760 France Avenue South, Suite 620, Bloomington, MN 55437; Number of hours varies

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Robert Miller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 28, 2020 - Present

SYSTELLIGENCE, LLC

Office #1: 7760 France Avenue South Suite 925, Bloomington, MN 55435

RIA

CRD#: 283582

Bloomington, MN

Current

May 19, 2020 - Present

FBD ASSET MGMT

Office #1: 7760 France Avenue South Suite 925, Bloomington, MN 55435

RIA

CRD#: 307216

BLOOMINGTON, MN

Past

July 30, 2007 - December 31, 2019

INTERVEST INTERNATIONAL, INC.

RIA

CRD#: 111516

BLOOMINGTON, MN

Past

June 28, 1995 - April 22, 2016

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

BLOOMINGTON, MN

Past

February 27, 1991 - May 24, 1995

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

July 1, 1988 - December 31, 1990

MONARCH SECURITIES, INC.

CRD#: 2809

Past

November 5, 1986 - June 28, 1988

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SYSTELLIGENCE, LLC

CRD#: 283582 / SEC#: 801-107695

RIA

Registered Investment Advisory firm - (5/10/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(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

State Security Law Exam

IAR

Series 65

Date: 2/11/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/4/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SYSTELLIGENCE, LLC

CRD#: 283582 / SEC#: 801-107695

RIA

Registered Investment Advisory firm - (5/10/2016 Approved)

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Contact information

Main Address

7760 France Avenue South Suite 925, Bloomington, MN 55435

Mailing Address

Phone number

(855) 621-9877

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 711,740,105

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin R. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Robert Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

FBD ASSET MGMT

INTERVEST INTERNATIONAL, INC.

INTERVEST INTERNATIONAL EQUITIES CORPORATION

LPL FINANCIAL LLC

MONARCH SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

SYSTELLIGENCE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2006

Series 63

Date: 11/17/1986

SIE

Date: 4/22/2016

Series 6

Date: 11/4/1986

Current Firm

SYSTELLIGENCE, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

SYSTELLIGENCE, LLC

TRUST BUT VERIFY

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