Advisor at Peak Investment Advisors, Inc.
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.
Firm
Peak Investment Advisors, Inc.
Location
Venice, FL
Credentials
Series 65
Industry experience
27 years
Richard Mueller is the sole advisor at Peak Investment Advisors, Inc. in Venice, FL, holding a Series 65 designation with 27 years of industry experience. He has been with Peak Investment Advisors since 1993. Peak Investment Advisors provides investment advisory and financial consulting services primarily to individuals, families, and businesses, with additional clients including pension funds, banks, trusts, endowments, and estates. The firm offers tailored portfolio management, tax planning, and related consulting services, typically implementing strategies on a discretionary basis with an emphasis on diversification and regular performance reviews.
Based on Peak Investment Advisors, Inc.
Based on Peak Investment Advisors, Inc.
Typically 1.0% annually, but may be more or less depending on service level, account size and investments; fees are negotiable
$300 per hour for financial consulting (or as negotiated)
Account minimum: $500,000
Venice, FL
Colorado · Florida
Peak Investment Advisors
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 65
Venice, FL
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King Retirement Solutions, LLC
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Wealth Architects LLC
CFP®, Series 63, Series 66
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Kienzle Wealth Consulting LLC
CFP®, Series 63, Series 65
Venice, FL
Fiduciary Consulting Group, Inc.
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