Michael Mueller, financial advisor Elma WA

Michael Mueller

CRD Number: 4663329
Current Firm: Valley Wealth Strategies, LLC

Michael Mueller (CRD# 4663329) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Elma, WA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Valley Wealth Strategies, LLC Elma, WA Jun 2020 - Current < 1
Lpl Financial LLC Elma, WA Dec 2017 - Current 2
Mueller Insurance & Financial Services, Inc. Elma, WA Mar 1999 - Current 21
National Planning Corporation Elma, WA Jul 2012 - Nov 2017 5
Gwn Securities Inc. Palm Beach Gardens, FL May 2011 - Jul 2012 1
Nylife Securities LLC Tacoma, WA Mar 2011 - May 2011 < 1
New York Life Insuance Company Tacoma, WA Feb 2011 - May 2011 < 1
Sammons Securities Company, LLC Ann Arbor, MI May 2003 - Mar 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Michael J. Mueller
Phone Number: (888) 488-8480
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    718
    MILLIONS
  • Total Number of Accounts
    5,368
    ACCOUNTS
  • Average Account Value
    $133,756
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, HI, ID, IN, MA, NM, NV, NY, OR, TX, UT, VA, WA

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