Morgan Mueller, financial advisor Madison WI
93 score

Morgan Mueller

CRD Number: 5904964
Current Firm: Thompson Investment Management, Inc.

Morgan Mueller (CRD# 5904964) is an Investment Advisor Representative working at Thompson Investment Management, Inc. in Madison, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Jwt Rentals Madison, WI Oct 2013 - Current 3
Thompson Investment Management Inc. Madison, WI Jan 2012 - Current 4
Thompson Investment Management Inc. Madison, WI Aug 2010 - Current 6
Thompson Investment Management Inc. Madison, WI Jan 2008 - Feb 2013 5
Thompson Investment Management, Inc. Madison, WI Sep 2005 - Dec 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Morgan C. Mueller
Phone Number: 608-827-5700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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