Miles Kellum has been an investment adviser representative at Moss, Luse & Womble since January 2014, and is not listed among the firm’s executive officers or direct owners. Miles Kellum holds a Bachelor of Business Administration in Accounting & Finance from Abilene Christian University and a Master of Science in Accounting & Information Management from The University of Texas at Dallas.
Moss, Luse & Womble, LLC is a Plano, TX firm with $803M under management, 874 clients and 21 advisers in one office, as of its September 2026 filing.
Miles Kellum is Partner of Moss, Luse & Womble, LLC. He began his career in the Dallas office of PricewaterhouseCoopers (PwC), LLC, focusing on federal and state tax compliance for domestic and international financial entities, including hedge funds and private equity funds. He became a Senior Planner in 2015, was promoted to Executive Planner in 2020, and has since been promoted to partner, the first non-founder partner of the firm.
- Moss, Luse & Womble, LLCCurrent– present · 12 yearsPlano, TX · Adviser representative · Firm CRD 152841
Professional designations
Listed by Moss, Luse & Womble
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Miles Kellum is registered as an investment adviser representative in Texas, since January 2014.
- TexasSince 23 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 January 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Miles Norton Kellum
- CRD
- 6292664
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mosslusewomble.com
Where does Miles Kellum work?
Miles Kellum is an investment adviser representative registered through Moss, Luse & Womble, LLC since January 2014, and is not listed among the firm’s executive officers or direct owners.
Is Miles Kellum a financial advisor?
Yes. Miles Kellum has a current investment-adviser registration in Texas, through Moss, Luse & Womble since January 2014.
How many years of experience does Miles Kellum have?
Miles Kellum has 12 years in the financial industry, since January 2014, across 1 adviser firm.
What exams has Miles Kellum passed?
Miles Kellum passed the Series 65 in January 2014.
Where is Miles Kellum based?
Miles Kellum’s registered office is in Plano, TX.
Is Miles Kellum registered with FINRA?
No. Miles Kellum has no current broker registration.
Is Miles Kellum a CFP?
Moss, Luse & Womble lists Miles Kellum with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Miles Kellum’s record?
Search CRD 6292664 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Miles Kellum’s full registration record.
