JM
Jordan A. Mueller
MODERN ASSET MANAGEMENT LLC
Columbus, NE 68601-1065
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CRD#: 6428573
JM
Professional summary
Jordan Alexander Mueller is a registered financial advisor currently at MODERN ASSET MANAGEMENT LLC located in Columbus, Nebraska.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jordan has worked at 1 firm and has passed the Series 65, Series 3 and Series 30 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Member of Samson, LLC (Non investment related, 2204 14th St Columbus, NE 68601) Samson LLC is an agricultural consulting business focused on certifying cattle for export markets and commodity trading. My position is member and Secretary. The business started in 2006 and I spend approximately 5 hours per month, none during trading hours, on the business. The time is spent discussing strategic objectives. Member of Samson Green Solutions LLC (Non investment related, 2204 14th St Columbus, NE 68601) Samson Green Solutions LLC is an entity that rents real estate as well as hauls waste water by products. My position is member and Secretary. The business started in 2006 and I spend approximately 5 hours per month, none during trading hours, on the business. The time is spent discussing strategic objectives. Member of NBC Capital, LLC (Non investment related, 2204 14th St Columbus, NE 68601) NBC Capital LLC is an entity that owns a full service hotel. My position is member and director. The business started in 2013 and I spend approximately 2 hours per month, none during trading hours, on the business. The time is spent on board meetings. Stockholder of Samson-Inc (Non investment related, 2204 14th St Columbus, NE 68601) Samson Inc is a crop production and land ownership entity. The business started in 1978 and our relationship began in 1988. I spend approximately 1 hour per month, none during trading hours, on the business. The time is spent discussing strategic objectives. Stockholder of Great Plains State Bank (Non investment related, 3423 21st St Columbus, NE 68601). My position is stockholder. The business started in 2015. I spend no hours per month on the business. Shareholder of Schmeits, Mueller & Martinsen, PC (Non investment related activity, 2204 14th St Columbus, NE 68601). My position is shareholder and President. The business started in 1980 and my relationship began in 2013. I spend approximately 40 hours per month, all during trading hours, on the business. The time is spent on tax return preparation, payroll and bookkeeping services.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan Alexander 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®
NoneExperience
Current
January 2, 2015 - Present
MODERN ASSET MANAGEMENT LLC
Office #1: 1365 24th Avenue, Suite 100, Columbus, NE 68601-1065RIA
CRD#: 128768
Columbus, NE
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
Nebraska(1/2/2015)
IAR
Texas(11/12/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
MA
MODERN ASSET MANAGEMENT LLC
JAN PAUL SCHMEITS | MPT-MODERN ASSET MANAGEMENT | MODERN ASSET MANAGEMENT LLC | JP SCHMEITS PC
CRD#: 128768 / SEC#:
Nebraska
Registered Investment Advisory firm - (1/26/2000 Approved)Texas
Registered Investment Advisory firm - (10/19/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1365 24th Avenue, Suite 100, Columbus, NE 68601-1065
Mailing Address
P O Box 1065, Columbus, NE 68602-1065
Phone number
(402) 563-3538
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 26,430,190 |
Red Flags
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