John M. Miller

LONGVIEW ADVISORS

NEWTON, KS 67114

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CRD#: 6151948

Professional summary

John Michael Miller, CFP® is a registered financial advisor currently at LONGVIEW ADVISORS, LLC located in Newton, Kansas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Insurance Planning

Tax Planning

Comprehensive Financial Planni...

Investment Planning

Estate Planning

Retirement Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Investment Advice with Ongoing...

Real Estate Investments

Retirement Planning & Distribu...

Tax Planning

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.

Treasurer of my family's farm. Grain production. Located at 8508 W Longview Rd, Partridge, KS, 67566. Estimated to only work 1-2 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael 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^®

Certified Financial Planner

Start date: 2016

Experience

Current

January 17, 2025 - Present

LONGVIEW ADVISORS, LLC

Office #1: 301 N. Main Street Suite 201, Newton, KS 67114

RIA

CRD#: 165068

NEWTON, KS

Past

January 29, 2016 - December 31, 2024

LONGVIEW ADVISORS, LLC

RIA

CRD#: 165068

NEWTON, KS

Past

September 10, 2014 - September 5, 2015

BLUESTEM FINANCIAL ADVISORS, LLC

RIA

CRD#: 158418

CHAMPAIGN, IL

Past

January 8, 2013 - March 28, 2014

LONGVIEW ADVISORS, LLC

RIA

CRD#: 165068

PARTRIDGE, KS

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
(1/17/2025)

IAR

Texas
(1/17/2025)

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

IAR

Series 65

Date: 1/4/2013

Uniform Investment Adviser Law Examination

Current Firm

LONGVIEW ADVISORS, LLC

CRD#: 165068 / SEC#:

Kansas

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

Texas

Registered Investment Advisory firm - (1/15/2025 Conditional Restricted)

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Contact information

Main Address

301 N. Main Street Suite 201, Newton, KS 67114

Mailing Address

Phone number

(620) 931-5285

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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John M. Miller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Miller's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONGVIEW ADVISORS, LLC

LONGVIEW ADVISORS, LLC

BLUESTEM FINANCIAL ADVISORS, LLC

LONGVIEW ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2013

Current Firm

LONGVIEW ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

LONGVIEW ADVISORS, LLC

TRUST BUT VERIFY

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