A complete list of active advisors currently associated with Mueller Wealth
Warmer can help you find a great advisor at Mueller Wealth or one who fits your needs even better.
Mueller Wealth serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, employer plan sponsors and certain broker/dealers. The firm offers discretionary asset management, standalone financial planning and consulting, retirement plan consulting, an American Funds‑only service, and held‑away account management for defined contribution participant accounts. The firm implements a structured process called the Seatbelt™ Investment System that combines trend identification, selection of implementation approaches, proprietary quantitative analysis to adjust risk, and asset‑class valuation; it employs a mix of asset‑allocation, fundamental, technical, quantitative and sector analysis as appropriate. For retirement plan and participant accounts it uses a third‑party held‑away platform (Pontera) to review and rebalance allocations without taking custody of client login credentials. Mueller Wealth discloses several features that differ from many peers: its representatives act as insurance agents/brokers (and may receive commissions for insurance sales), it accepts and displays client testimonials via a third‑party ratings platform and uses endorsements in its advertising, and it offers an American Funds‑only custody option held at Capital Bank and Trust. The firm also recommends custodians (including Schwab and Altruist) with which it has institutional relationships and receives certain non‑cash benefits, and it notes product‑sponsor support for client education events.
To learn more about the advisors currently working at Mueller Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mishicot, WI
| 6
| |
Mishicot, WI
| 32
|
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