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Samuel David Muse

Investment adviser representative at Fi3 Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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 feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Fi3 Financial Advisors, LLCJan 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2015

State registrations

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

Fi3 Financial Advisors, LLC

$1.1BAssets managed
258Clients
9Advisers
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
6506557
Firm CRD
168005
Advisor's SEC record (opens in a new tab)
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