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Ross Anthony Mueller

Advisor at Mueller Wealth — Mishicot, WI

Updated today

Credentials

CFP®, Series 63

Experience

32 years

Location

Mishicot, WI 54228

Mueller Wealth logo

Mueller Wealth

Supported

Total advisors

2

Clients per advisor

194 Very High

Avg AUM per client

$372,952 Low

HNW client ratio

14% Low

About

Ross Mueller is a CFP® professional with 32 years of industry experience, currently serving at Mueller Wealth since 2020. His prior roles include 14 years at LPL Financial and VERVE (Citizens First Credit Union), as well as positions at Mutual Securities and Mutual Advisors. He 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 provides services to individuals, trusts, pension and profit-sharing plans, and employer plan sponsors. The firm utilizes its Seatbelt™ Investment System, combining quantitative analysis and multiple investment approaches, and offers both discretionary asset management and retirement plan consulting.

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 Wealth management

Occupation focus

Based on Mueller Wealth

Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning range from $1,500 to $25,000

Percentage

$0 - $200,000: 1.50% annually AUM fee plus additional fees to reach $3,000 minimum $200,000+: 1.50% annually AUM fee, minimum fee waived

Project-based

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

Other

Account minimum: $200,000 (minimum to waive $3,000 annual fee minimum; no minimum stated otherwise) Minimum fee: Annual $3,000 planning fee minimum phased out at $200,000 assets; $3,000 minimum reduced by AUM fees for accounts under $200,000 Fee-only: Financial planning hourly fees up to $500/hour; flat fees range from $1,500 to $25,000

Location

Mishicot, WI

524 E. Main Street

Mishicot WI 54228

Advisors at this office

2

Most active in

Wisconsin

Work history

32 years of industry experience

Mueller Wealth, LLC

2020 - Present • 6 years

Oshkosh, WI

Mutual Securities, Inc.

2018 - 2020 • 2 years

Camarillo, CA

Mutual Advisors, LLC DBA Mueller Wealth

2018 - 2020 • 2 years

Mishicot, WI

Mutual Advisors, Llc.

2018 - 2020 • 2 years

Casper, WY

LPL Financial

2004 - 2018 • 14 years

Oshkosh, WI

VERVE (aka CITIZENS FIRST CREDIT UNION)

2004 - 2018 • 14 years

Oshkosh, 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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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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George R

Two Rivers, WI

GVR Investment Management, Inc.

George Reis is the president of GVR Investment Management, Inc. and has 26 years of experience in the financial industry. He has been with GVR Investment Management since 2005 and also leads George V. Reis Investment Group, Inc. since 1999. In addition to his advisory roles, he serves as president of George V. Reis Accounting and Tax Practice. GVR Investment Management provides discretionary account management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis and regularly employs selling put options as part of its investment strategy.

Options & derivatives strategies
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Parker M

CFP®, Series 66

Mishicot, WI

Mueller Wealth

Parker Mueller is a CFP® and holds a Series 66 license, currently serving at Mueller Wealth with six years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investors Community Bank, Nicolet National Bank, and Denmark State Bank. He is a board member and treasurer for Pink Heals of Manitowoc County, where he manages financial reconciliation and assists with fundraising efforts. Mueller Wealth provides services to individuals, trusts, pension and profit-sharing plans, employer plan sponsors, and select broker-dealers. The firm employs a structured investment process called the Seatbelt™ Investment System, utilizing a combination of asset allocation, fundamental, technical, quantitative, and sector analysis to guide discretionary asset management, financial planning, and retirement plan consulting.

Options & derivatives strategies Active portfolio management Wealth management Founder/Business Owner
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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 ownership considerations Founder/Business Owner Retired Executive
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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 designation and bringing 29 years of industry experience. His prior work includes roles at Ameriprise and Sii Investments before joining TCFG in 2017. He serves on the boards of the Rahr West Art Museum Charitable Foundation and Roncalli Catholic Schools Endowment Board of Directors. TCFG Investment Advisors manages approximately $639 million in client assets and serves individuals, profit-sharing plans, charities, and businesses. The firm employs a variety of investment strategies and offers portfolio management, financial planning, and consulting services through a large multi-office team.

Options & derivatives strategies Active portfolio management General estate planning guidance
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