Stephen MuellerCRD Number: 1979295
Current Firm: Principal Securities, Inc.
Stephen Mueller (CRD# 1979295) is an Investment Advisor Representative working at Principal Securities, Inc. in Saint Peters, MO and has over 20 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Api Financial Solutions||St Peters, MO||Nov 2015 - Current||1|
|Api Financial Solutions||St Peters, MO||Sep 2015 - Current||1|
|Principal Life Insurance Company||Saint Peters, FL||Jul 2015 - Current||1|
|Princor Financial Services Corporation||Saint Peters, MO||Jul 2015 - Current||1|
|Api Financial Solutions, Inc.||St Peters, MO||Sep 1997 - Jul 2015||17|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2012 - Jun 2015||3|
|Royal Alliance Associates Inc.||St. Ann, MO||Jul 2000 - Jun 2010||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Jun 1997|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV