Wayne Muehler, financial advisor Bismarck ND

Wayne Muehler

CRD Number: 1370890
Current Firm: Newedge Advisors

Wayne Muehler (CRD# 1370890) is an Investment Advisor Representative working at Newedge Advisors in Bismarck, ND and has over 38 years of experience in the finance industry. Wayne Muehler 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.

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Professional Designations
Company Name Location Dates Years
Gwm Advisors, Llc (dba: Planningteam Financial Advisors) Bismark, ND Jan 2018 - Current 6
Lpl Financial LLC Bismarck, ND Nov 2017 - Current 6
Investment Centers Of America, Inc. Bismarck, ND Apr 1986 - Nov 2017 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Wayne A. Muehler
Phone Number: 504-459-4391
Firm Website: http://www.bmtwealth.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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