Nathan Mueller (CRD# 6247917) is an Investment Advisor Representative working at Blackbird Financial Planning in Pagosa Springs, CO and has over 10 years of experience in the finance industry.
CRD# 6250818
Lpl Financial LLC
CRD# 4077007
Sohum Financial Planning, LLC
CRD# 6100446
Montgomery Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackbird Finance | Pagosa Springs, CO | Jun 2020 - Current | 3 |
| Home-maker | Pagosa Springs, CO | Jan 2020 - Jun 2020 | < 1 |
| Transamerica Retirement Solutions | Denver, CO | Apr 2017 - Dec 2019 | 2 |
| Transamerica Investors Securities Corporation | Denver, CO | Apr 2017 - Dec 2019 | 2 |
| Keller Graduate School Of Management | Westminster, CO | Jan 2016 - Oct 2019 | 3 |
| White Gloved Maid | Lakewood, CO | Aug 2016 - Dec 2018 | 2 |
| Lyft | San Francisco, CA | Mar 2017 - Mar 2018 | 1 |
| Colorado Ski & Golf | Aurora, CO | Sep 2016 - Feb 2017 | < 1 |
| Breeze Window Cleaning | Denver, CO | May 2016 - Sep 2016 | < 1 |
| Janus Distributors LLC | Denver, CO | Sep 2013 - Apr 2016 | 2 |
| Janus Management Holdings Corp | Denver, CO | Sep 2013 - Apr 2016 | 2 |
| Papa John's Pizza | Denver, CO | Sep 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- CO
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts3ACCOUNTS
-
Average Account Value$122,000
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO
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