Charlie Miller

Charlie Miller has worked in the financial services industry for over two years, with experience focused on client and lead advisor support, retirement planning, and tax-aware coordination.

In his role as an Investment Advisor Representative, Charlie works closely with clients and internal teams to assist with key areas of the financial planning process, including retirement plan guidance, investment strategy support, and answering general financial questions.

Charlie values a client-focused, holistic approach to planning. He believes financial guidance is most effective when it is clear, collaborative, and built around the five core areas that must work together to help clients retire fearlessly.

Education & Credentials

• B.S.B.A. in Finance and Marketing (Financial Services emphasis), Creighton University, 2023
• Series 65

Outside of work, Charlie enjoys traveling back home to Minnesota to visit family, exploring Omaha with his girlfriend who attends Creighton Dental School, staying active by playing in a hockey league, and cheering on Minnesota sports teams.