Parker Paul Mueller
CFP®Professional Summary
Parker Paul Mueller, CFP® is a registered financial advisor currently at MUELLER WEALTH located in Mishicot, Wisconsin. Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Parker has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
Current Firm
MUELLER WEALTH | MUELLER WEALTH, LLC
Contact Information
Main Address
524 E. Main Street, Mishicot, WI 54228Mailing Address
Po Box 341, Mishicot, WI 54228Phone Number
(920) 267-6710# of Employees
5SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
936AUM (Assets Under Management)
$148,102,768Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
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.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
MUELLER WEALTH | MUELLER WEALTH, LLC
State Registrations and Notice Filings
(4/2/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
CRS (Client Relationship Summary) - RIA
Click below to view Parker Paul Mueller's CRS (Customer Relationship Summary).
Similar Advisors
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
