Family Investment Planning, LLC

Family Investment Planning, LLC (CRD# 156132) is a financial advisory firm headquartered in Elm Grove, WI. They manage $15,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Family Investment Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Kurt B. Mueller
CRD#: 1300871
925 Elm Grove Road, Suite 203, Elm Grove, WI 53122

Kurt Mueller (CRD# 1300871) is an Investment Advisor Representative working at Family Investment Planning, LLC in Elm Grove, WI and has over 32 years of experience in the finance industry.

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