April M. Mueller

PARKWOODS WEALTH PARTNERS

CLAYTON, MO 63105

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CRD#: 2829287

Professional summary

April Marie Mueller, who also goes by April Marie Robertson, is a registered financial advisor currently at PARKWOODS WEALTH PARTNERS, LLC located in Clayton, Missouri.

April is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. April has worked at 3 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

April Marie Robertson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view April Marie Mueller's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 27, 2024 - Present

PARKWOODS WEALTH PARTNERS, LLC

Office #1: 222 South Central Avenue Suite 550, Clayton, MO 63105

RIA

CRD#: 331565

CLAYTON, MO

Past

April 13, 2021 - September 27, 2024

FMF&E WEALTH MANAGEMENT, LLC

RIA

CRD#: 125721

SYRACUSE, NY

Past

November 24, 1999 - March 14, 2003

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

February 10, 1997 - June 2, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

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".

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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.

Highlighted states indicate IAR registrations

IAR

New York
(9/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/3/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 2/7/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

CRD#: 331565 / SEC#: 801-130478

RIA

Registered Investment Advisory firm - (6/13/2024 Approved)

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Contact information

Main Address

222 South Central Avenue Suite 550, Clayton, MO 63105

Mailing Address

Phone number

(877) 278-2716

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKWOODS WEALTH PARTNERS, LLC FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	745
AUM (Assets Under Management)	$ 408,594,987

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.

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April M. Mueller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view April Marie Mueller's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARKWOODS WEALTH PARTNERS, LLC

FMF&E WEALTH MANAGEMENT, LLC

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

PARKWOODS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2018

Series 6

Date: 2/7/1997

Current Firm

PARKWOODS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKWOODS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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