Family Investment Planning, LLC

Family Investment Planning, LLC (CRD# 156132) is a financial advisory firm headquartered in Elm Grove, WI. They manage $12,000,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
925 Elm Grove Road, Suite 203, Elm Grove, WI 53122
http://www.familyinvestmentplanning.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,200,000
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Family Investment Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kurt Mueller, financial advisor Elm Grove WI
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 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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