Peter Miller has been Vice President/Secretary/Treasurer of Summit Financial Advisors since July 2007, is a control person of the firm and directly owns between 10% and 25% of it. Peter Miller holds a Bachelor of Arts in General Studies of Business and History from Bowling Green State University.
Summit Financial Advisors, Inc. is a Middletown, OH firm with $233M under management, 139 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Peter B. Miller is Vice President of Summit Financial Advisors, Inc., based in Middletown, Ohio. He is a financial planner specializing in investment planning and client services. He began working for IPFP, Inc. in 2000.
Peter Miller’s longest registration is the current one, 19 years at Summit Financial Advisors since 2007. Before joining Summit Financial Advisors in 2007, Peter Miller was registered through Ipfp, Inc.
- – present · 19 yearsLebanon, OH · Adviser representative · Firm CRD 145007
- Ipfp, Inc.– · 4 yearsMiddletown , OH · Adviser representative · Firm CRD 120314
Professional designations
Listed by Summit Financial Advisors
- CFP®
Investment adviser representative registrations
Peter Miller is registered as an investment adviser representative in 2 states. The first approvals date from September 2007; the most recent is California, in October 2007.
- CaliforniaSince 19 October 2007
- OhioSince 13 September 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 October 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Peter Benjamin Miller
- CRD
- 4709231
- Firm
- Summit Financial Advisors · CRD 145007
- Role
- Vice President/Secretary/Treasurer
- Office
- 41 N Broadway St, Lebanon, OH 45036
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfadvisorsinc.com
Where does Peter Miller work?
Peter Miller has been Vice President/Secretary/Treasurer of Summit Financial Advisors, Inc. since July 2007, and is a control person of the firm.
Is Peter Miller a financial advisor?
Yes. Peter Miller has a current investment-adviser registration in California and Ohio, through Summit Financial Advisors since September 2007.
How many years of experience does Peter Miller have?
Peter Miller has 23 years in the financial industry, since October 2003, across 2 adviser firms.
What exams has Peter Miller passed?
Peter Miller passed the Series 65 in October 2003.
Where is Peter Miller based?
Peter Miller’s registered office is in Lebanon, OH.
Is Peter Miller registered with FINRA?
No. Peter Miller has no current broker registration.
Is Peter Miller a CFP?
Summit Financial Advisors lists Peter Miller with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Peter Miller’s record?
Search CRD 4709231 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Miller’s full registration record.
