Marco B. Miros

MIROS WEALTH LLC

Overland Park, KS

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CRD#: 5852509

Professional summary

Marco B Miros, CFP®, who also goes by Marco Miros, is a registered financial advisor currently at MIROS WEALTH LLC located in Overland Park, Kansas.

Marco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Marco has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marco Miros

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marco B Miros'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 15, 2025 - Present

MIROS WEALTH LLC

RIA

CRD#: 310319

Overland Park, KS

Past

November 16, 2020 - December 31, 2024

MIROS WEALTH LLC

RIA

CRD#: 310319

OVERLAND PARK, KS

Past

October 9, 2019 - February 26, 2020

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Overland Park, KS

Past

October 9, 2019 - February 26, 2020

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Overland Park, KS

Past

June 21, 2018 - October 1, 2019

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

RIA

CRD#: 290043

Kansas City, MO

Past

October 26, 2010 - October 1, 2019

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

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
(1/15/2025)

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

Series 63

Date: 10/29/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/25/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MIROS WEALTH LLC

CRD#: 310319 / SEC#:

Kansas

Registered Investment Advisory firm - (1/1/2025 Approved)

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Contact information

Main Address

Overland Park, KS

Mailing Address

Phone number

(913) 904-8235

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 4,375,280

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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Firm Stability Insights

Marco B. Miros

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marco B Miros's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIROS WEALTH LLC

MIROS WEALTH LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/2010

SIE

Date: 10/1/2018

Series 7

Date: 5/14/2014

Series 6

Date: 10/25/2010

Current Firm

MIROS WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MIROS WEALTH LLC

TRUST BUT VERIFY

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