Carl Mueller
Advisor at One Capital Management, LLC
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.
Advisor at One Capital Management, LLC
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.
Location
Hiawatha, KS 66434
Credentials
Series 63, Series 65
Industry experience
37 years
Carl Mueller is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Nations Financial Group, Inc for 18 years before joining One Capital Management in 2021. Outside of his advisory role, he is involved in insurance sales through Target Insurance Services. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a macroeconomic and fundamental research-based investment process that integrates active management with ETFs and diversified fixed income.
Based on One Capital Management, LLC
Based on One Capital Management, LLC
Wealth Management Planning Services starting at $4,000 fixed fee, negotiable based on scope.
$0 - $1,000,000: 1.95% annually $1,000,001 - $2,000,000: 1.65% annually $2,000,001 - $5,000,000: 1.35% annually $5,000,001 - $10,000,000: 1.15% annually $10,000,001+: 1.00% annually
Commissions earned by licensed insurance agents selling insurance products separate from advisory fees.
Advisory Consulting Services at $500 per hour, negotiable depending on scope.
Cash Management Services at $1,000 annually, waived for clients receiving investment management services.
Account minimum: $500,000 Fee-only: Negotiable, based on percentage of assets managed as per tiered schedule.
101 Shawnee Street
Hiawatha, KS 66434
Kansas
One Capital Management
2021 - Present (5 years)
Nations Financial Group, Inc
2003 - 2021 (18 years)
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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.
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