Ross Anthony Mueller
Investment adviser representative at Mueller Wealth
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$148.1MFirm assets
Are you Ross Anthony Mueller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Mueller Wealth, LLCJan 2020 to now
- Mutual Securities, Inc.Jun 2018 to Apr 2020
- Mutual Advisors, LLC dba Mueller WealthMay 2018 to Apr 2020
- Mutual Advisors, LLC.May 2018 to Apr 2020
- LPL Financial LLCJul 2004 to May 2018
- Verve (aka Citizens First Credit Union)Jul 2004 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (WI).
Mueller Wealth
Legal name: Mueller Wealth, LLC
$148.1MAssets managed
395Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2453706
- Firm CRD
- 306943