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Jill Suzanne Mugler

Advisor at OSAIC — Clay Center, KS

Updated today

Credentials

Series 63, Series 66

Experience

13 years

Location

Clay Center, KS 67432-0058

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Jill Mugler is a financial advisor at Osaic with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, Investacorp Advisory Services, and Braden Financial Services, where she serves as president. Mugler is also a member of Rotary International and serves on the board of the Clay Center Community Improvement Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct portfolios across a range of asset classes.

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

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Clay Center, KS

1101 5th Street

Clay Center KS 67432-0058

Advisors at this office

2

Most active in

Kansas · Texas

Work history

13 years of industry experience

OSAIC

2024 - Present • 2 years

Clay Center, KS

Securities America Advisors, Inc.

2020 - 2024 • 4 years

Clay Center, KS

Securities America, Inc.

2020 - 2024 • 4 years

Clay Center, KS

Investacorp Advisory Services

2015 - 2020 • 5 years

Miami, FL

Investacorp INC

2012 - 2020 • 8 years

Miami, FL

Braden Financial Services

2007 - Present • 19 years

Clay Center, KS

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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Kurt H

Series 66

Clay Center, KS

Raymond James Financial

Kurt Haberer is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds the Series 66 designation and has worked with Raymond James since 2019. Outside of his advisory role, he serves on the Clay County Educational Endowment Association and the City of Clay Center Planning Commission and Board of Zoning Appeals. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jacob L

Series 66

Clay Center, KS

OSAIC

Jacob Lohrmeyer is a financial advisor at Osaic Wealth, Inc. with one year of industry experience and a Series 66 designation. Prior to his financial career, he worked in healthcare at Clay County Medical Center and Epic Vision Eye Centers. He is active in the Clay Center community, serving as Vice President of the local Rotary Club and as a board member of A Mural Movement of Clay Center. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across various asset classes for discretionary or non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Sonya B

Series 66

Clay Center, KS

Edward Jones

Sonya Barleen is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with a brief tenure at Colonial Life in 2019. Outside of her advisory role, she serves as a volleyball referee for the Clay County School District and works as a bartender and server at a local restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Kerri S

Series 66

Clay Center, KS

Edward Jones

Kerri Spielman is a financial advisor at Edward Jones in Clay Center, KS, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Spielman serves as a board member of the Clay Center Housing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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