Ryan MuellerCRD Number: 5326523
Current Firm: Strategic Advisers, Inc.
Ryan Mueller (CRD# 5326523) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Middleton, WI and has over 10 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Fidelity Investments||Middleton, WI||Mar 2012 - Current||5|
|Morgan Stanley Smith Barney||Madison, WI||Jan 2010 - Mar 2012||2|
|Axa Advisors, LLC||New York, NY||Apr 2007 - Jan 2010||2|
|Sidley Austin LLP||Chicago, IL||May 2005 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
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