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Parker Mueller

Advisor at Mueller Wealth

Updated today
Mueller Wealth logo

Firm

Mueller Wealth

Location

Mishicot, WI 54228

Credentials

CFP®, Series 66

Industry experience

6 years

Client services

Financial planning Portfolio management Pension consulting Consulting

Fee options

Fixed

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

Project-based

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

Other

Account minimum: No minimum household requirement for assets under management Minimum fee: $1,500 per household annual minimum fee for those investing less than $100,000 as a household, reduced by the asset management fee Fee-only: Hourly fees up to $500/hour; flat fees from $1,500 to $25,000 for financial planning and consulting services

Work history

Mueller Wealth

2021 - Present (5 years)

Ameriprise Financial Services, Inc

2019 - 2021 (2 years)

Ameriprise Financial Services, Inc.

2019 - 2019 (1 year)

Investors Community Bank

2017 - 2019 (2 years)

Nicolet National Bank

2016 - 2017 (1 year)

Denmark State Bank

2015 - 2016 (1 year)

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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