Michael MuellerCRD Number: 2982867
Current Firm: Coastal Investment Advisors
Michael Mueller (CRD# 2982867) is an Investment Advisor Representative working at Coastal Investment Advisors in Wilmington, DE and has over 19 years of experience in the finance industry.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Ameriprise Financial Services, Inc.
|Coastal Investment Advisors||Wilmington, DE||Jul 2011 - Current||6|
|Coastal Equities, Inc.||Cincinnati, OH||Jul 2004 - Current||13|
|Coastal Equities Insurance Agency, Inc.||Cincinnati, OH||Jul 2004 - Current||13|
|The Coastal Advisory Group, LLC||Cincinnati, OH||Jan 2006 - Jul 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
Total Assets Under Management302MILLIONS
Total Number of Accounts1,608ACCOUNTS
Average Account Value$187,632
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV