John J Mueller
Advisor at Klaraos, LLC
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.
About
John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.
Expertise
Based on Klaraos, LLC
Private / alternative investments
Options & derivatives strategies
Active portfolio management
Real estate investing
Fee options
fixed fees depending on services engaged
$0+: 0.75% to 1.25% annually for individual clients $0+: 0.50% or 1.0% annually for pooled investment vehicles
hourly rates charged depending on services engaged
up to 20% of appreciation above a hurdle with quarterly high water mark, subject to client eligibility and contract terms
Account minimum: $100,000 Fee-only: asset management fees, fixed fees, hourly rates depending on services engaged
Location
239 South Sierra Street
Reno, NV 89501
Most active in
John J M has reported serving >5 clients in these states in the last 12 months.
Nevada
Work history
Klaraos, LLC
2008 - Present (18 years)
Snowbear LLC
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Christian H
Series 65
Reno, NV
Hatchet Financial, LLC
Michael A
Series 63, Series 65
Reno, NV
Wolf Pack Wealth
Brian L
CFP®, Series 66
Reno, NV
Softwealth
Lee H
CFP®, CFA®, Series 63, Series 65
Reno, NV
Firmament Financial
Caleb L
Series 63, Series 65
Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
Kent R
Series 63, Series 65
Reno, NV
Hawken Wealth Management
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