Kathleen Maura Mueller
Investment adviser representative at Prasad Wealth Partners
10 yearsExperience
1 stateRegistered in
$572.1MFirm assets
2 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
- Pension consulting
Experience
10 years in the industry.
- Prasad Wealth Partners, LLCSep 2024 to now
- Jk Investment GroupMay 2021 to Sep 2024
- BairdOct 2018 to May 2021
- UBS Financial Services, Inc.Oct 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Prasad Wealth Partners
Legal name: Prasad Wealth Partners, LLC
$572.1MAssets managed
729Clients
11Advisers
2 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
- 6711238
- Firm CRD
- 332507