Ross Mueller
Advisor at Mueller Wealth
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.
Firm
Mueller Wealth
Location
Mishicot, WI 54228
Credentials
CFP®, Series 63
Industry experience
31 years
Client services
Financial planning
Portfolio management
Pension consulting
Consulting
Fee options
Flat fees range from $1,500 to $25,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
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, LLC
2020 - Present (6 years)
Mutual Securities, Inc.
2018 - 2020 (2 years)
Mutual Advisors, LLC DBA Mueller Wealth
2018 - 2020 (2 years)
Mutual Advisors, Llc.
2018 - 2020 (2 years)
LPL FInancial LLC
2004 - 2018 (14 years)
VERVE (aka CITIZENS FIRST CREDIT UNION)
2004 - 2018 (14 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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