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Jeffrey Lawrence Mueller

Advisor at Waverly Advisors, LLC — Canon City, CO

Updated today

Credentials

PFS™

Experience

27 years

Location

Canon City, CO 81212

Waverly Advisors, LLC logo

Waverly Advisors, LLC

Multi-team

Total advisors

233

Across 41 offices

Clients per advisor

55 Typical

Avg AUM per client

$1,639,930 High

HNW client ratio

33% High

About

Jeffrey Mueller is a financial advisor at Waverly Advisors, LLC with 27 years of industry experience. He holds the PFS™ designation and has previously operated Mueller Financial Solutions Co. and Mueller and Associates PC. Outside of his advisory work, he serves as a shareholder and treasurer for a family stone company and is a trustee of a local family trust. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and planning services.

Client services

Based on Waverly Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Waverly Advisors, LLC

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Waverly Advisors, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning services flat fees range from $500 to $50,000, negotiable

Percentage

$0+: 0.25% to 1.5% annually (flat rate or marginal declining percentages vary by client and negotiated schedule) +: +0.25% annual fee for Assets Under Management in certain investment strategies (Waverly Equity Strategies and Options Overlay Strategies)

Project-based

Financial Planning services hourly fees range from $75 to $450 per hour, negotiable

Performance-based

Performance-based fees apply to certain private funds and select client accounts (e.g., BT Select Fund I, LP), typically carried interest and incentive fees

Other

Minimum fee: Annual minimum Advisory Fee generally ranging from $5,000 to $20,000 ($5,000 to $50,000 for 401(k) Plan clients), may be waived or reduced Fee-only: Fee-only investment advisory firm; fees based on asset management and financial planning, no commissions

Location

See office

Canon City, CO

303 N 7th Street

Canon City CO 81212

Advisors at this office

1

Most active in

Colorado · Texas

Work history

27 years of industry experience

Waverly Advisors, LLC

2024 - Present • 2 years

Canon City, CO

Mueller Financial Solutions Co.

1997 - Present • 29 years

Canon City, CO

Mueller and Associates PC

1983 - Present • 43 years

Canon City, CO

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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Andrew H

ChFC®, Series 63

Canon City, CO

Hahn Financial Services, LLC

Andrew Hahn is a financial advisor with Hahn Financial Services, LLC in Canon City, CO, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. His career includes roles at Hahn Financial Services, Inc., Global Financial Private Capital, LLC, and LPL Financial. Hahn dedicates a significant portion of his time to offering fixed indexed annuities and various life insurance policies. Hahn Financial Services, LLC provides asset management and financial planning to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and deferred compensation plans. The firm emphasizes long-term investment strategies, including asset allocation and dollar-cost averaging, with ongoing discretionary portfolio reviews to maintain alignment with clients’ objectives and risk tolerance.

Retirement income strategy Income planning Annuities General estate planning guidance Long-term care insurance
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John W

Series 63, Series 65

Florence, CO

Mutual Of Omaha Investor Services, Inc.

John Wysong is an advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Mutual of Omaha Insurance Company and long-term service at Fremont RE-2 School District. Outside of his advisory work, he serves as a volunteer firefighter with the Florence Volunteer Fire Department and is a board member of the Florence Fire Protection District; he also works as a part-time EMT-intermediate for Gunnison Valley Health and provides EMS consulting for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing a range of managed account programs and financial planning options. The firm delivers these services primarily through platforms like Envestnet, acting as a conduit to third-party money managers, and operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Andrew P

Series 63, Series 65

Cañon City, CO

Concurrent Investment Advisors, LLC

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Maverick Wealth Advisors and Black Creek Group. Outside of his advisory work, Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Wealth management Founder/Business Owner
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Sean M

Series 63, Series 65

Canon City, CO

Concurrent Investment Advisors, LLC

Sean Morton is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Raymond James Financial and Canon City Financial Services, and he owns Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other asset types, supported by internal due diligence and platform integrations.

Wealth management Founder/Business Owner
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Christian P

Series 66

Canon City, CO

LPL Financial

Christian Pineda is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at Edward Jones and has a background in the automotive industry. Pineda is also involved with Lionstone Wealth Group, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Janice G

Series 66

Canon City, CO

Cetera

Janice Graham is a Series 66 licensed advisor with Cetera, bringing nine years of industry experience. She has prior experience at Avantax Insurance Agency and Avantax Investment Services and serves as president of Graham & Associates CPAs PC, a tax preparation and accounting firm. She is also actively involved as a fiduciary trustee and court-appointed conservator managing trusts and minor conservatorships. Cetera Investment Advisers LLC is a large SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and advisory services. The firm enables advisors to implement various investment strategies with discretionary and non-discretionary options across multiple program structures and custodial relationships.

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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