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Richard Mueller

Advisor at Edward Jones

Updated today

Location

Mt Pleasant, IA 52641-1908

Credentials

Series 63, Series 66

Industry experience

28 years

About

Richard Mueller is a financial advisor with Edward Jones in Mt Pleasant, IA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is involved with the Mt Pleasant Investment Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

207 East Washington

Mt Pleasant, IA 52641-1908

Most active in

Iowa · Texas

Work history

Edward D. Jones & Co., L.P.

1998 - Present (28 years)

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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Chad M

ChFC®, Series 63

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Creativeone Wealth, LLC

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Joseph J

Series 66

Danville, IA

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Joseph Johnson is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He also has experience in education from his time at Danville CSD and Murray State University. Outside of his advisory role, he is involved with a fishing charter business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment solutions supported by an in-house research team and accommodates customized advisory and brokerage services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Whitney R

CFP®, Series 66

Mt Pleasant, IA

Edward Jones

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Scott J

Series 66

Mt Pleasant, IA

Cambridge Investment Research Advisors

Scott Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent time with D.H. Securities LLLP, D.H. Hill Advisors, and Brokers International Financial Services. Outside of his advisory work, Johnson serves on the Wayland Economic Development Committee and speaks on biblical topics to various congregations in the Iowa area. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a variety of investment strategies and multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Jordan S

CFP®, Series 66

Hillsboro, IA

LPL Financial

Jordan Sathoff is a financial advisor at LPL Financial with 13 years of industry experience and holds the CFP® and Series 66 credentials. Prior to joining LPL Financial in 2024, he worked at Cambridge Investment Research Advisors and Broker Dealer Financial Service Co. Outside of his advisory role, Sathoff owns multiple farms in Iowa and serves as an elder on the board of Sharon Presbyterian Church in Farmington, IA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brian J

Series 66

Mount Pleasant, IA

Cambridge Investment Research Advisors

Brian Jones is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and also maintains roles as an independent insurance agent and trust officer. Outside of financial services, Jones owns two retail businesses specializing in product sales and has interests in real estate development. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to third-party strategists across multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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