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Brian Joseph Mueller

Investment adviser representative at Rogers Wealth Group, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Rogers Wealth Group, Inc.Jul 2017 to now
  2. ZeidersApr 2014 to now
  3. Mills Wealth Advisors, LLC Pka "mike Mills Wealth Management, LlMar 2011 to Jul 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (TX).

Rogers Wealth Group, Inc.

$1BAssets managed
434Clients
8Advisers
30 yearsIn 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
4252264
Firm CRD
107409
Advisor's SEC record (opens in a new tab)
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