Ross Anthony Mueller
Advisor at Mueller Wealth — Mishicot, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
32 years
Location
Mishicot, WI 54228
Mueller Wealth
Supported
Total advisors
2Clients per advisor
194 Very HighAvg AUM per client
$372,952 LowHNW client ratio
14% LowRoss 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.
Based on Mueller Wealth
Based on Mueller Wealth
Flat fees for financial planning range from $1,500 to $25,000
$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
Up to $500 per hour for financial planning and consulting services
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
Mishicot, WI
524 E. Main Street
Mishicot WI 54228
Advisors at this office
2
Wisconsin
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)