BM
Bradley J. Mueller
VALMARK ADVISERS
Middleton, WI
Some features on this profile are disabled
CRD#: 2607091
BM
Professional summary
Bradley John Mueller, ChFC®, CLU®, who also goes by Brad Mueller, Bradley J Mueller, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Middleton, Wisconsin and VALMARK SECURITIES, INC. located in Madison, Wisconsin.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Bradley has worked at 9 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Mueller | Bradley J Mueller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Monarch Insurance Agency, LLC, DBA Monarch Insurance Partners, LLC; 3330 University Avenue, Suite 202, Madison, WI 53705; Independent insurance brokerage firm offering life, disability, long-term care insurance and annuity contracts; Managing Principal; Investment Related NO; 1/6/2020 Start Date; Financial Interest in company YES; one of two owners (StephanieJo Moen Mueller); >40 hrs. per month; salary plus profit distributions . /// 2. Skate Armor LLC, 3600 S. Point Rd., Verona, WI 53593; Sporting Good Manufacturer; Shareholder, no duties; Investment Related - YES; March 2015 Start Date; Financial Interest in Company - YES, Less than 10% shareholder; 1-5 Approx. hrs. per month; Dividends paid to shareholders. /// 3. Monarch Ridge LLC; 6322 Sleepy Hollow Cr., Middleton, WI 53562; Outdoor guiding services; Sole Member: Outdoor Guide; Investment Related - NO; 2/2019 Start Date; Financial Interest in Company - YES, Sole Member; 1-5 Approximate hrs. per month; Outdoor Guiding Fees is Compensation./// 4. Insurance sales; long term care, disability insurance and linked life/LTC products through carriers like State Life, Principal Financial Group and Standard Insurance Company; not investment related; Commissions earned on sales./// 5. Long Road Risk Management; Managing Director; Consulting and Sales of Life Insurance, Annuities, LTC and Life Settlements; YES Investment Related; Start Date 1/22/2020; Approximately 40+ hrs. per month; Compensated by Commissions and Overrides./// 6. Madison Estate Council; Professional Networking Organization (non-profit; President; Preside over board of director meetings, and monthly educational meetings of members; NOT Investment Related; Start Date 08/01/2023; Approximately 1-5 hrs. per month; Volunteer position, no compensation./// 7. West Middleton Lutheran Church; 3763 Pioneer Road, Verona, WI 53593; Church; President, Church Council; Preside over council meetings, one of two officers and the church pastor who can sign on behalf of the church, including for church bank account; NOT Investment Related; Start Date 03/01/2024; Approximately 1-5 hrs. per month; Volunteer position - no compensation.///
CRS (Client Relationship Summary) - RIA
Click below to view Bradley John Mueller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 13, 2021 - Present
VALMARK ADVISERS, INC.
RIA
CRD#: 108050
Middleton, WI
Current
January 7, 2020 - Present
VALMARK SECURITIES, INC.
BD
CRD#: 31243
Madison, WI
Past
August 28, 2015 - January 14, 2020
WIPFLI INSURANCE SERVICES, LLC
BD
CRD#: 171954
Madison, WI
Past
April 15, 2013 - July 3, 2013
WIPFLI HEWINS INVESTMENT ADVISORS LLC
RIA
CRD#: 109972
MADISON, WI
Past
March 27, 2013 - January 14, 2020
WIPFLI FINANCIAL ADVISORS, LLC
RIA
CRD#: 109983
MADISON, WI
Past
February 27, 2012 - February 25, 2013
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
RIA
CRD#: 38357
MIDDLETON, WI
Past
May 13, 2009 - February 27, 2012
CLIFTON GUNDERSON WEALTH ADVISORS
RIA
CRD#: 111297
MIDDLETON, WI
Past
August 4, 2005 - December 31, 2015
VALMARK SECURITIES, INC.
BD
CRD#: 31243
MADISON, WI
Past
May 3, 2001 - August 3, 2005
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
May 11, 1995 - October 2, 1997
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/15/2025)
RR
Arizona(9/22/2022)
RR
California(1/7/2020)
IAR
California(5/14/2024)
RR
Colorado(6/7/2022)
RR
Connecticut(6/19/2024)
RR
District of Columbia(9/4/2025)
RR
Florida(1/7/2020)
IAR
Florida(7/17/2025)
RR
Georgia(1/5/2024)
RR
Illinois(1/7/2020)
RR
Indiana(3/31/2022)
RR
Iowa(1/11/2023)
RR
Maryland(10/20/2023)
RR
Massachusetts(6/3/2025)
RR
Michigan(4/17/2024)
RR
Minnesota(1/7/2020)
IAR
Minnesota(5/14/2024)
RR
Missouri(10/20/2023)
RR
Montana(1/7/2020)
RR
New Hampshire(1/26/2022)
RR
New Jersey(10/20/2023)
RR
New Mexico(5/16/2023)
RR
New York(1/11/2022)
RR
Oregon(3/27/2024)
RR
Pennsylvania(1/7/2020)
RR
South Dakota(6/3/2024)
RR
Tennessee(2/21/2024)
RR
Texas(2/23/2022)
RR
Virginia(10/20/2023)
RR
Washington(6/21/2022)
RR
Wisconsin(1/14/2020)
IAR
Wisconsin(12/13/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
