AM
Allen R. Mueller
7 SATURDAYS FINANCIAL
Wylie, TX
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CRD#: 7514874
AM
Professional summary
Allen Robert Mueller is a registered financial advisor currently at 7 SATURDAYS FINANCIAL located in Wylie, Texas.
Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Allen has worked at 1 firm .
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.
Allen Mueller is currently a Principal Financial Analyst at Raytheon Technologies headquartered in Waltham, Massachusetts. This activity is not investment-related and accounts for approximately 70% of his time Allen Mueller provides consulting work to other Registered Investment Advisors. This activity accounts for approximately 5% of his time during trading hours and is not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Allen Robert 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
April 13, 2022 - Present
7 SATURDAYS FINANCIAL
RIA
CRD#: 319340
Wylie, TX
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
Texas(4/13/2022)
Exams
Current Firm
7S
7 SATURDAYS FINANCIAL
7 SATURDAYS FINANCIAL | 7 SATURDAYS FINANCIAL, LLC
CRD#: 319340 / SEC#:
Texas
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Contact information
Main Address
Wylie, TX
Mailing Address
Phone number
(214) 888-6691
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 22,571,976 |
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.
