Nathan P. Mueller

BLACKBIRD FINANCIAL PLANNING

Pagosa Springs, CO

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CRD#: 6247917

Professional summary

Nathan Paul Mueller, who also goes by Nathan Mueller, Nate Mueller, is a registered financial advisor currently at BLACKBIRD FINANCIAL PLANNING located in Pagosa Springs, Colorado.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nathan has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Mueller | Nate 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.

Pagosa Peak Car Rental. Not investment related. The nature of the business is car rental. 43 Scratch Crt Pagosa Springs, CO 81147. Part-Owner. 01/01/2024 start date. Approximately 0-40 hrs a month. Some time may be devoted during trading hours. It typically involves renting cars to the general public. ROVER. Not investment related. The nature of the business is dog care. 43 Scratch Crt Pagosa Springs, CO 81147. Owner. 06/01/2018 start date. Approximately 0-72 hrs a month. No time devoted during trading hours or less than 1hr. It typically involves maintaining and caring for the owner's pets while they are away on vacation. Airbnb. Not investment related. The nature of the business is a short-term rental. 102 Valley View Dr #3166 Pagosa Springs, CO 81147. Contractor. 8/1/2023 start date. Approximately 0-30 hrs a month. A few hours for turnover cleaning may be required during trading hours. It involves hosting guests in a home, booking management, and cleaning. VRBO. Not investment related. The nature of the business is a short-term rental. 102 Valley View Dr #3166 Pagosa Springs, CO 81147. Contractor. 10/1/2023 start date. Approximately 0-30 hrs a month. A few hours for turnover cleaning may be required during trading hours. It involves hosting guests in a home, booking management, and cleaning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Paul 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®

None

Experience

Current

June 28, 2021 - Present

BLACKBIRD FINANCIAL PLANNING

RIA

CRD#: 313718

Pagosa Springs, CO

Past

June 17, 2017 - December 18, 2019

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

Denver, CO

Past

April 27, 2017 - December 18, 2019

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

DENVER, CO

Past

December 5, 2013 - April 1, 2016

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

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

Colorado
(6/28/2021)

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: 6/17/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/20/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/5/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLACKBIRD FINANCIAL PLANNING

BLACKBIRD ADVISORS | LEGAL:BLACKBIRD FINANCE LLC PRIMARY:BLACKBIRD FINANCIAL PLANNING | BLACKBIRD FINANCIAL PLANNING | BLACKBIRD FINANCE LLC

CRD#: 313718 / SEC#:

Colorado

Registered Investment Advisory firm - (6/28/2021 Approved)

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Contact information

Main Address

Pagosa Springs, CO

Mailing Address

Phone number

(970) 500-2473

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.

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Nathan P. Mueller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Paul Mueller's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKBIRD FINANCIAL PLANNING

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

JANUS HENDERSON DISTRIBUTORS US LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2017

Series 63

Date: 2/20/2014

SIE

Date: 10/1/2018

Series 6

Date: 12/5/2013

Current Firm

BLACKBIRD FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

BLACKBIRD FINANCIAL PLANNING

TRUST BUT VERIFY

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