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Rusty Miller, portrait

Rusty Miller

Investment adviser representative at Aegis Wealth Management in Troy, OH

Investment adviser registrationUpdated

Rusty Miller is an investment adviser representative at Aegis Wealth Management, Inc., an investment adviser managing $216M, and works from its Troy, OH office. Rusty Miller has been registered through Aegis Wealth Management since 22 August 2023, has 22 years in the industry across 5 firms and has passed the Series 6.

22
Years in industry
3
Years at firm
5
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Rusty Miller has been an investment adviser representative at Aegis Wealth Management since August 2023, and is not listed among the firm’s executive officers or direct owners.

Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.

Rusty Miller is Retirement Planning Specialist of American Liberty Financial Network in Troy, Ohio. He started his financial career in 1989. As investment advisor representatives, he and the firm aim to educate individuals on retirement planning, estate planning and money management.

Rusty Miller’s longest registration was 7 years at Gossett & Crozier Financial Advisers, Inc. (2006–2014). Before joining Aegis Wealth Management in 2023, Rusty Miller was registered through Trek Financial and Horter Investment Management, LLC.

  1. – present · 3 years
    Troy, OH · Adviser representative · Firm CRD 301990
  2. Trek Financial
    – · 3 years
    Troy, OH · Adviser representative · Firm CRD 109376
  3. Horter Investment Management, LLC
    – · 6 years
    Troy, OH · Adviser representative · Firm CRD 119880
  4. Gossett & Crozier Financial Advisers, Inc.
    – · 7 years
    Centerville, OH · Adviser representative · Firm CRD 119749
  5. Investment Consulting & Research Inc.
    – · 2 years
    Centerville, OH · Adviser representative · Firm CRD 115096

Credentials and registrations

Investment adviser representative registrations

Rusty Miller is registered as an investment adviser representative in Ohio, since August 2023.

  • OhioSince 22 August 2023

Examinations

Series 616 March 1994
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Rusty Lee Miller
CRD
2462705
Firm
Aegis Wealth Management · CRD 301990
Office
1201 Barnhart Rd., Troy, OH 45373
Registration
Investment adviser registration
In the industry since
February 2004
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Rusty Miller work?

Rusty Miller is an investment adviser representative registered through Aegis Wealth Management, Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Rusty Miller a financial advisor?

Yes. Rusty Miller has a current investment-adviser registration in Ohio, through Aegis Wealth Management since August 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Rusty Miller have?

Rusty Miller has 22 years in the financial industry, since February 2004, across 5 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Rusty Miller passed?

Rusty Miller passed the Series 6 in March 1994.

Source: IAPD individual record, checked 22 October 2026

Where did Rusty Miller work before Aegis Wealth Management?

Before Aegis Wealth Management, Rusty Miller was registered through Trek Financial, June 2020 to August 2023; Horter Investment Management, LLC, March 2014 to May 2020; Gossett & Crozier Financial Advisers, Inc., May 2006 to May 2014; Investment Consulting & Research Inc., January 2002 to May 2004.

Source: IAPD individual record, checked 22 October 2026

Where is Rusty Miller based?

Rusty Miller’s registered office is in Troy, OH.

Source: IAPD individual record, checked 22 October 2026

Is Rusty Miller registered with FINRA?

No. Rusty Miller has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Rusty Miller’s record?

Search CRD 2462705 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rusty Miller’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Aegis Wealth Management

Sources

  1. IAPD individual record, CRD 2462705, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Aegis Wealth Management, Inc., filed 11 August 2026. Executive officers and direct owners; this person is not among them.
  3. Aegis Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.