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MM

Michael L. Mueller

ARCADIA INVESTMENT MANAGEMENT CORP
KALAMAZOO, MI 49007
Some features on this profile are disabled
CRD#: 4347814
MM

Professional summary


Michael Lewis Mueller, who also goes by Michael L Mueller, Mike Mueller, is a registered financial advisor currently at ARCADIA INVESTMENT MANAGEMENT CORP located in Kalamazoo, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael L Mueller | Mike 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.
PROTEOS, INC. 4717 CAMPUS DRIVE KALAMAZOO, MI 49008 (MANUFACTURES PROTEIN AND PEPTIDE PRODUCTS) DIRECTOR 2006-PRESENT NANTUCKET FUND ADVISORY COMMITTEE NANTUCKET MULTI MANAGERS LLC 40950 WOODWARD SUITE 307 BLOOMFIELD HILLS, MI 48304 ADVISOR (NON-COMPENSATED) MAY 2001-PRESENT

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Lewis 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

October 28, 1992 - Present

ARCADIA INVESTMENT MANAGEMENT CORP

Office #1: 259 E. Michigan Avenue, Suite 308, Kalamazoo, MI 49007
RIA
CRD#: 104867
KALAMAZOO, MI

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".
AI
ARCADIA INVESTMENT MANAGEMENT CORP
ARCADIA INVESTMENT MANAGEMENT CORP

CRD#: 104867 / SEC#: 801-29203

RIA
Registered Investment Advisory firm - (3/20/1987 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
Florida
(10/28/1992)
IAR
Michigan
(5/21/2010)
IAR
Texas
(3/28/2003)

Exams


Current Firm


AI
ARCADIA INVESTMENT MANAGEMENT CORP
ARCADIA INVESTMENT MANAGEMENT CORP

CRD#: 104867 / SEC#: 801-29203

RIA
Registered Investment Advisory firm - (3/20/1987 Approved)
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Contact information


Main Address
161 East Michigan Ave, Ste 500, Kalamazoo, MI 49007
Mailing Address
Phone number
(269) 349-0800
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025 BROCHURE (3/19/2025)

Regulatory assets under management


Total Number of Accounts351
AUM (Assets Under Management)$ 687,890,751

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/09/2025
Cover Page
11/01/2024
10/28/2023

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.

Company Information


ARCADIA INVESTMENT MANAGEMENT CORP

CRD#: 104867Kalamazoo, MI 49007

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Contact information


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