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WM

Wendy J. Mueller

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CRD#: 5946371
WM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Wendy Jane Varnum Mueller, who also goes by Wendy Mueller, was a registered financial professional .

Wendy is a previously registered financial professional and started their career in finance in 2012. Wendy had worked at 2 firms and has passed the Series 63 and Series 65 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wendy 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.
Wendy Mueller is 100% owner of Mueller and Company, Inc. - from time to time, Wendy may provide non-investment advice as a CPA. Minimal Activity. Wendy Mueller is CFO of LactaLogics (formally known as International Milk Bank) a human milk processing start-up and is part-time. LactaLogics is a Nevada Corporation with an office also in Florida. Wendy Mueller primarily performs her services remotely from Nevada. Wendy Mueller is Co-trustee of USDR Liquidating Trusts to facilitate a wind-down of remaining assets when triggering events occur to distribute to beneficiaries. Minimal Activity. Wendy is the sole owner of CalmCo, LLC, which holds investments in USDR Funds or its successor Liquidating Trusts

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 22, 2018 - December 9, 2019

TAYLOR CREEK CAPITAL

RIA
CRD#: 291080
RENO, NV
Past

March 9, 2012 - December 31, 2022

USDR INVESTMENT MANAGEMENT

RIA
CRD#: 157472
RENO, NV

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/20/2012
Uniform Securities Agent State Law Examination
State Security Law Exam

Current Firm


TC
TAYLOR CREEK CAPITAL
TAYLOR CREEK CAPITAL | WJ INVESTMENTS (DBA USDR INVESTMENT MANAGEMENT) | TAYLOR CREEK CAPITAL LLC

CRD#: 291080 / SEC#:

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Contact information


Main Address
527 Lander Street, Reno, NV 89509
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


TAYLOR CREEK CAPITAL

CRD#: 291080

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