Marco B Miros
Advisor at Miros Wealth LLC — Overland Park, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
15 years
Location
Overland Park, KS
Miros Wealth LLC
Independent
Total advisors
1Clients per advisor
36 HighAvg AUM per client
$148,846 Very LowHNW client ratio
19% TypicalMarco Miros is a CFP®-designated financial advisor with 14 years of industry experience, currently serving at Miros Wealth LLC. His prior roles include positions at American Century Investment Services Inc. and Minnesota Life Insurance Company. Outside of financial advising, Miros is involved with the US Soccer Federation and teaches at Strayer University. Miros Wealth LLC is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, endowments, and charitable organizations. The firm offers customized financial planning and asset management using a combination of active and passive strategies, quantitative screening, and scenario testing, while also providing life and health insurance through affiliated entities.
Based on Miros Wealth LLC
Based on Miros Wealth LLC
$1,100 to $20,000 depending on service type (e.g., $15,000 – $20,000 for Advanced Comprehensive Planning, $5,000 – $8,000 for Comprehensive Planning, $2,500 – $4,000 for Financial Planning, $1,100 – $2,500 for Financial Review)
$0 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001 - $50,000,000: 0.60% $50,000,001+: 0.50%
$150 per hour
Account minimum: $250,000
Overland Park, KS
Overland Park KS
Advisors at this office
1
Kansas
15 years of industry experience
Magellan Federal
2024 - Present • 2 years
Overland Park, KS
Panta Rei LLC
2021 - Present • 5 years
Overland Park, KS
US Soccer Federation
2021 - Present • 5 years
Overland Park, KS
Johnson County School District
2021 - 2024 • 3 years
Overland Park, KS
Strayer University
2020 - Present • 6 years
Overland Park, KS
Miros Wealth LLC
2020 - Present • 6 years
Overland Park, KS
Minnesota Life Insurance Company
2019 - 2020 • 1 year
St. Paul, MN
Renaissance Financial
2019 - 2020 • 1 year
Overland Park, KS
Securian Financial Services Inc.
2019 - 2020 • 1 year
St. Paul, MN
American Century Investment Services Inc.
2010 - 2019 • 9 years
Kansas City, KS
IprotOS
2008 - 2018 • 10 years
Overland Park, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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