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Kim M
Series 63, Series 65
Meridian, ID
Viewpoint Advisory, LLC
Kim Miller is a financial advisor with Viewpoint Advisory, LLC, holding Series 63 and Series 65 registrations and 12 years of industry experience. Prior to founding Viewpoint Advisory in 2019, Miller worked at Vestory, LLC and operated a business under the name Ideatrac for 15 years. Viewpoint Advisory is an independent, fee-only firm providing discretionary portfolio management and financial planning to individuals, families, trusts, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, emphasizing diversified global equity and fixed-income allocations with regular reviews and rebalancing, and manages approximately $103 million in discretionary assets.
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