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Chad M

Series 65

Springfield, MO

Creativeone Wealth, LLC

Chad Miller is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Miller Group for eight years and Triad Fitness Supplements Nutrition for two years. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a range of strategies including modern portfolio theory, fundamental, technical, and quantitative analysis.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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