|Other Names:||Daryl Kim Miller, Kim Miller|
Sweetwater Investments Inc
Director of Financial Planning
Kim Miller is a investment adviser representative at Sweetwater Investments Inc. Sweetwater Investments Inc. is registered with the U.S. Securities and Exchange Commission ("SEC") as a registered investment adviser and provides financial planning, investment management and consultation services to a broad spectrum of individuals ...(see more)
You caught Mega Millions Lotto Fever too? Join the club!
Fund your IRA for 2011 and 2012, review your 401k contribution amount and more ideas to get squared away to start the year.
Re-finance your mortgage at today's historically low rates.
Get your financial house in order.
How high can the cost of a college education climb?
Is your love for your favorite sports team rational or irrational? Keep a level head when investing - you'll sleep better.
On the importance of emotional management when investing in the stock market. A fundamental goal of financial planning.
By definition, an inheritance is not an inheritance until the principal is dead. We have seen many sound retirement plans upended by not saying "no" to children wanting an advance on their inheritance. Sound estate planning ensures inheritors will get what is coming to them but no sooner than the demise that creates the estate.
|High Net Worth Individuals||10%|
|Pension and Profit Sharing Plans||10%|
|Sweetwater Investments Inc||2 years, 5 months||Dec 2010 - Present|
|Sweetwater Investments Inc||6 years, 1 month||Apr 2007 - Present|
|Rick Leonard, CFP||1 month||Mar 2007 - Apr 2007|
|Ra Bench, Inc||4 years||Mar 2003 - Mar 2007|
|Ra Bench Securities, Inc||4 years||Mar 2003 - Mar 2007|
|Financial Resources Group||10 years, 11 months||Mar 1992 - Feb 2003|
No Disclosures Found
No Disclosures Found
|As of Date||
|Municipal Fund Securities Principal Examination||Series 51||03/17/2005|
|General Securities Principal Examination||Series 24||06/03/2004|
|Introducing Broker/Dealer Financial Operations Principal Examination||Series 28||03/26/2004|
|Uniform Investment Adviser Law Examination||Series 65||12/06/1999|
|General Securities Representative Examination||Series 7||06/29/1998|
|Uniform Securities Agent State Law Examination||Series 63||06/20/1998|
This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.