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Connor Stephen Mueller

Advisor at OSAIC — Fond Du Lac, WI N6687 Wrightway Drive

Updated today

Credentials

Series 66

Experience

2 years

Location

Fond Du Lac, WI 54937

OSAIC logo

OSAIC

Institution

Total advisors

7,856

Across 3,559 offices

Clients per advisor

72 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Connor Mueller is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. He has previously worked at Woodbury Financial Services and Feucht Financial Group, where he also serves as a financial advisor and tax professional. Mueller's activities include preparing tax returns and meeting with clients in addition to investment-related duties. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Fond Du Lac, WI N6687 Wrightway Drive

N6687 Wrightway Drive

Fond Du Lac WI 54937

Advisors at this office

12

Most active in

Florida · Wisconsin

Work history

2 years of industry experience

OSAIC

2024 - Present • 2 years

Fond Du Lac, WI

Woodbury Financial Services inc

2023 - 2024 • 1 year

Fond Du Lace, WI

Feucht Financial Group

2021 - Present • 5 years

Fond Du Lac, WI

The University of Wisconsin - Whitewater

2020 - 2023 • 3 years

Whitewater, WI

General Beer Northeast

2020 - 2020 • 1 year

Kaukauna, WI

Walmart

2020 - 2022 • 2 years

Whitewater, WI

The University of Wisconsin - Whitewater

2019 - 2023 • 4 years

Whitewater, WI

General Beer Northeast

2019 - 2022 • 3 years

Fond Du Lac, WI

National Exchange Bank & Trust

2019 - 2019 • 1 year

Fond Du Lac, WI

Festival Foods

2016 - 2020 • 4 years

Fond Du Lac, WI

Fond du Lac School District

2013 - 2019 • 6 years

Fond Du Lac, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Larry G

Series 63, Series 65

Fond Du Lac, WI

Merit Financial Advisors

Larry Goebel is a financial advisor with Merit Financial Advisors in Fond Du Lac, WI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. He is also the president and owner of Goebel Insurance & Financial Inc., an insurance agency specializing in life, health, disability, long-term care, and fixed annuities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, supported by an Investment Management team and committee, and offers specialized services such as independent fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Michael S

Series 63, Series 66

Oakfield, WI

Empower Advisory Group

Michael Siedschlag is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Personal Capital Advisors and Cetera Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Lynn H

Series 66

Fond Du Lac, WI

Cetera

Lynn Haefs is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has been with Cetera since 2025 and also serves as a partner at LVF, LLC dba Ledgevest Financial, where she provides financial services. Prior to her current roles, she worked at Wells Fargo Advisors and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Jennifer F

Series 66

Fond Du Lac, WI

Edward Jones

Jennifer Foster is a financial advisor at Edward Jones in Fond Du Lac, Wisconsin, holding a Series 66 designation with nine years at the firm and two years of industry experience. Prior to her current role, she worked at Press Box for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Joel H

Series 66

Waupun, WI

Edward Jones

Joel Heeringa is a financial advisor with Edward Jones in Waupun, Wisconsin, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. He serves as president of the Utility Commission of Waupun, a board responsible for overseeing the city’s public utilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brian J

Series 66

Fond Du Lac, WI

Cetera

Brian Jones is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Jones serves on the board of the Beacon House Foundation, participates as a program chair for the Fond du Lac Morning Rotary, and is president of a longstanding charitable golf tournament supporting local causes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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