Parker P. Mueller
MUELLER WEALTH
Mishicot, WI 54228
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CRD#: 7140299
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.
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.
INSURANCE SALES; INVESTMENT-RELATED; WI; INSURANCE AGENT; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. RSMUELLER PROPERTIES, LLC; No; 663 WILLOW DRIVE, MISHICOT, WI 54228; LLC TO HOLD THE OWNERSHIP OF 524 E MAIN STREET, MISHICOT, WI 54228; Rental Operations Coordinator; 4/2/2021; 1; 0; MAINTENANCE AS NEEDED. MISHICOT LAUNDROMAT; No; 524 E MAIN, MISHICOT, WI 54228; LAUNDROMAT BUSINESS RUN UNDER RSMUELLER PROPERTIES; LLC; Operations Coordinator; 4/2/2021; 1; 0; General Operations assistance as needed. PINK HEALS OF MANITOWOC COUNTY; NOT INVESTMENT-RELATED; MANITOWOC, WI; BOARD OF DIRECTOR - TREASURER; START DATE: 5/2023; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; RECONCILE FINANCIAL STATEMENTS AND ORGANIZATION TRANSACTIONS IN THE ACCOUNTING SOFTWARE; ORGANIZE FUNDRAISING EVENTS, ASSIST WITH BOARD APPROVED PURCHASES FOR THE CHARITY . BOARD MEMBERS PROVIDE APPROVAL VOTE FOR MONETARY ASSISTANCE TO QUALIFIED PATIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Parker 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®
CFP®
Start date: 2022
Experience
Current
April 2, 2021 - Present
MUELLER WEALTH
Office #1: 524 E. Main Street, Mishicot, WI 54228RIA
CRD#: 306943
Mishicot, WI
Past
February 16, 2021 - March 29, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
GREEN BAY, WI
Past
December 20, 2019 - March 29, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
GREEN BAY, WI
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".
MW
MUELLER WEALTH
MUELLER WEALTH | MUELLER WEALTH, LLC
CRD#: 306943 / SEC#: 801-132250
RIA
Registered Investment Advisory firm - (3/27/2025 Approved)Wisconsin
Registered Investment Advisory firm - (4/15/2025 Terminated)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
Wisconsin(4/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
MW
MUELLER WEALTH
MUELLER WEALTH | MUELLER WEALTH, LLC
CRD#: 306943 / SEC#: 801-132250
RIA
Registered Investment Advisory firm - (3/27/2025 Approved)Wisconsin
Registered Investment Advisory firm - (4/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
524 E. Main Street, Mishicot, WI 54228
Mailing Address
Po Box 341, Mishicot, WI 54228
Phone number
(920) 267-6710
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 793 |
| AUM (Assets Under Management) | $ 121,311,429 |
Red Flags
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Company Information
MUELLER WEALTH
CRD#: 306943Mishicot, WI 54228TRUST BUT VERIFY
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