Parker Mueller (CRD# 7140299) is an Investment Advisor Representative working at Mueller Wealth in Mishicot, WI and has over 4 years of experience in the finance industry. Parker Mueller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
CRD# 6226751
Verus Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Mueller Wealth | Mishicot, WI | Mar 2021 - Current | 3 |
Ameriprise Financial Services, Inc. | Green Bay, WI | Nov 2019 - Mar 2021 | 1 |
Ameriprise Financial Services, Inc. | Green Bay, WI | Jun 2019 - Nov 2019 | < 1 |
Investors Community Bank | Manitowoc, WI | Dec 2017 - Jun 2019 | 1 |
Nicolet National Bank | Green Bay, WI | Dec 2016 - Dec 2017 | 1 |
Denmark State Bank | Whitelaw, WI | May 2015 - Dec 2016 | 1 |
Fox Hills Resort | Mishicot, WI | Apr 2012 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- WI
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Total Assets Under Management95MILLIONS
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Total Number of Accounts709ACCOUNTS
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Average Account Value$134,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
WI
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