Michael John Mueller
Investment adviser representative at Valley Wealth Strategies, LLC
27 yearsExperience
2 statesRegistered in
$1.4BFirm assets
8 yearsFirm in business
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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
Experience
27 years in the industry.
- Valley Wealth Strategies, LLCJun 2020 to now
- LPL Financial LLCDec 2017 to now
- Mueller Insurance & Financial Services, Inc.Mar 1999 to now
- National Planning CorporationJul 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Valley Wealth Strategies, LLC
$1.4BAssets managed
4,055Clients
23Advisers
8 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
- 4663329
- Firm CRD
- 289737