Kristen Marie Mueller
Investment adviser representative at Strategic Asset Management LLC.
18 yearsExperience
2 statesRegistered in
$218.3MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Strategic Asset Management LLC.Jan 2026 to now
- Birch River Financial Services, LLCJun 2018 to now
- Solidity Financial LLCJan 2025 to Jan 2026
- Solidity Financial LLCJun 2018 to Dec 2024
- Securus Wealth Management dba Gps Wealth Management , LLCFeb 2008 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Asset Management LLC.
$218.3MAssets managed
231Clients
11Advisers
5 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
- 5561155
- Firm CRD
- 306384