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Parker Mueller

Advisor at Mueller Wealth

Updated today

Location

Mishicot, WI 54228

Credentials

CFP®, Series 66

Industry experience

6 years

About

Parker Mueller is a CFP® with six years of industry experience and currently serves as an advisor at Mueller Wealth. His prior experience includes roles at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising and charitable activities. Mueller Wealth provides advisory services to individuals, retirement plans, trusts, estates, and business clients. The firm employs a proprietary Seatbelt™ Investment System focused on risk reduction and cross-asset allocation, managing approximately $121 million in assets for a range of clients.

Client services

Based on Mueller Wealth

Financial planning Portfolio management Pension consulting Educational seminars or workshops Consulting

Expertise

Based on Mueller Wealth

Options & derivatives strategies Active portfolio management

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Fee options

Fixed

Flat fees for financial planning and consulting services range from $1,500 to $25,000.

Percentage

$0 - $200,000: 1.50% $200,000+: fees waived minimum; standard fee negotiable up to 1.50%

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Minimum fee: $3,000 annual minimum fee per household for those investing less than $200,000 (waived for households with more than $200,000 of assets with Mueller Wealth)

Location

524 E. Main Street

Mishicot, WI 54228

Most active in

Wisconsin

Work history

Mueller Wealth

2021 - Present (5 years)

Ameriprise Financial Services, Inc

2019 - 2021 (2 years)

Ameriprise Financial Services, Inc.

2019 - 2019 (1 year)

Investors Community Bank

2017 - 2019 (2 years)

Nicolet National Bank

2016 - 2017 (1 year)

Denmark State Bank

2015 - 2016 (1 year)

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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Janessa P

Series 63, Series 65

Denmark, WI

Prosperilux LLC

Janessa Price is the sole advisor at Prosperilux LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. Her prior roles include positions at Harbour Investments, Inc. and Annex Wealth Management, LLC, as well as operating a sole proprietorship since 2006. Outside of financial advising, she co-owns Nordic Grove LLC, a duck and orchard farm, and owns an IT consulting business, Optum Security. Prosperilux LLC is a newly established investment advisory firm providing discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and Monte Carlo analysis, often employing third-party managers and model providers, including sub-advisors and Altruist’s Model Marketplace.

Options & derivatives strategies Cash flow / budgeting Retirement income strategy Wealth management
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Jared M

Series 65

Manitowoc, WI

Red Granite Wealth Management

Jared Meyer is a financial advisor at Red Granite Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked for Access Investment Advisors, Inc. for 10 years before joining his current firm. Red Granite Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as advisory services for pension and profit-sharing plans and corporate entities. The firm employs a discretionary, goal-driven investment approach, incorporating fundamental, quantitative, and technical analysis, and is notable for its focus on pension consulting and hands-on pension plan management.

Passive / index investing Wealth management Retirement plans for business owners (SEP, solo 401k)
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Ross M

CFP®, Series 63

Mishicot, WI

Mueller Wealth

Ross Mueller is a CFP® professional with 31 years of industry experience. He is a principal at Mueller Wealth, LLC, where he has worked since 2020. His prior experience includes roles at LPL Financial LLC and Mutual Securities, Inc. Mueller serves on the UW Green Bay Foundation Board’s Finance and Investment Committee and is chairman of the board at Zion Methodist Church. Mueller Wealth, LLC provides advisory services to individuals, retirement plans, trusts, estates, and business clients. The firm manages approximately $121 million in assets and employs a proprietary Seatbelt™ Investment System that uses quantitative analysis to reduce risk and allocate across asset classes.

Options & derivatives strategies Active portfolio management
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Michael H

Series 63

Manitowoc, WI

TCFG Investment Advisors, LLC

Michael Halla is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 63 license and bringing 29 years of industry experience. He has worked with TCFG since 2017 and previously spent five years at SII Investments. Outside of his advisory role, Mr. Halla serves on the Rahr West Art Museum Charitable Foundation and the Roncalli Catholic Schools Endowment Board of Directors in Manitowoc, WI. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs various strategies including fundamental, technical, and quantitative analysis, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Ryan B

Series 65

Manitowoc, WI

TCFG Investment Advisors, LLC

Ryan Brandon is a financial advisor at TCFG Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Michael E Halla & Associates, Roncalli High School, Saint John's Prep School, Minnesota State University Moorhead, and Concordia University Wisconsin. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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Atley G

Series 65

Manitowoc, WI

Merit Financial Advisors

Atley Gay is a Series 65-licensed financial advisor with Merit Financial Advisors, bringing four years of industry experience. Prior to joining Merit Financial Group in 2024, Atley worked for Access Investment Advisors, Inc. for nine years. 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 approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work alongside financial wellness programs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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