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Peter F. Mueller

CRD#: 7695799
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Peter F Mueller

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter F Mueller was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2024. Peter had worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 29, 2024 - May 15, 2026

MUELLER 401K CONSULTING LLC

RIA
CRD#: 329265
BURLINGAME, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/20/2023
Uniform Investment Adviser Law Examination

Current Firm


M4
MUELLER 401K CONSULTING LLC
MUELLER 401K CONSULTING | MUELLER 401K CONSULTING LLC

CRD#: 329265 / SEC#:

California
Registered Investment Advisory firm - (1/29/2024 Approved)
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Contact information


Main Address
Burlingame, CA
Mailing Address
Phone number
(415) 269-3987
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 2,665,507

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.

Company Information


MUELLER 401K CONSULTING LLC

CRD#: 329265

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