Kevin L. Miller
TRUNORTH CAPITAL MANAGEMENT
Kalamazoo, MI 49009
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CRD#: 4861915
Professional summary
Kevin Lee Miller, CFP®, CPWA® is a registered financial advisor currently at TRUNORTH CAPITAL MANAGEMENT, LLC located in Kalamazoo, Michigan.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kevin has worked at 2 firms .
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.
Beginning in 2019, as an independent contractor, teach CPA continuing education courses for Surgent CPE. This activity is not investment related. Commitments are expected to be about 20 hours annually. Depending on the date and time of the courses, some may be during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Lee 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®
CFP®
Start date: 2009
Experience
Current
February 19, 2019 - Present
TRUNORTH CAPITAL MANAGEMENT, LLC
Office #1: 1090 North 10th Street Suite 210, Kalamazoo, MI 49009RIA
CRD#: 165285
Kalamazoo, MI
Past
February 4, 2010 - January 3, 2019
PLANTE MORAN FINANCIAL ADVISORS
RIA
CRD#: 112158
PORTAGE, MI
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".
TC
TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL
CRD#: 165285 / SEC#: 801-119211
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)Illinois
Registered Investment Advisory firm - (9/15/2020 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2020 Terminated)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
Michigan(2/19/2019)
Exams
Current Firm
TC
TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH | TRUNORTH CAPITAL MANAGEMENT, LLC | TRUNORTH CAPITAL MANAGEMENT, L.L.C. | TRUNORTH CAPITAL
CRD#: 165285 / SEC#: 801-119211
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)Illinois
Registered Investment Advisory firm - (9/15/2020 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1090 North 10th Street Suite 210, Kalamazoo, MI 49009
Mailing Address
Phone number
(877) 469-0446
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 922 |
| AUM (Assets Under Management) | $ 530,591,396 |
Red Flags
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Company Information
TRUNORTH CAPITAL MANAGEMENT, LLC
CRD#: 165285Kalamazoo, MI 49009TRUST BUT VERIFY
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