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).
Total Assets Under Management15MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$1,875,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Kurt Mueller (CRD# 1300871) is an Investment Advisor Representative working at Family Investment Planning, LLC in Elm Grove, WI and has over 33 years of experience in the finance industry.