Daniel J. Miller

ONE ADVISORY PARTNERS

Overland Park, KS 66211

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CRD#: 4503339

Professional summary

Daniel J Miller, CFP® is a registered financial advisor currently at ONE ADVISORY PARTNERS, LLC located in Overland Park, Kansas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Daniel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Independent Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Miller's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

July 3, 2015 - Present

ONE ADVISORY PARTNERS, LLC

Office #1: 5440 W 110th St., Overland Park, KS 66211

RIA

CRD#: 161614

Overland Park, KS

Past

June 24, 2021 - January 16, 2025

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

OLATHE, KS

Past

March 28, 2005 - July 8, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

STILWELL, KS

Past

January 10, 2005 - March 28, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

STILWELL, KS

Past

March 6, 2002 - July 8, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

STILWELL, KS

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".

ONE ADVISORY PARTNERS, LLC

ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA

Registered Investment Advisory firm - (3/22/2012 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

Kansas
(7/3/2015)

IAR

Texas
(11/27/2017)

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: 7/30/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/8/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/5/2002

General Securities Representative Examination

Current Firm

ONE ADVISORY PARTNERS, LLC

ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

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Contact information

Main Address

5440 W 110th St., Overland Park, KS 66211

Mailing Address

Phone number

(913) 663-2376

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONE ADVISORY PARTNERS, LLC - FORM ADV PART 2 (7/16/2025)

Regulatory assets under management

Total Number of Accounts	243
AUM (Assets Under Management)	$ 243,321,693

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

Daniel J. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel J Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

ONE ADVISORY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2004

Series 63

Date: 3/13/2002

SIE

Date: 7/8/2015

Series 7

Date: 3/5/2002

Current Firm

ONE ADVISORY PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE ADVISORY PARTNERS, LLC

TRUST BUT VERIFY

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