Jocelyn Diane Muehlbauer
Investment adviser representative at Domain Money Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$43.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Domain Money Advisors, LLCMay 2026 to now
- Gradient Advisors, LLCJul 2023 to May 2026
- Case Central, LLCApr 2022 to May 2026
- Twin Cities Homes RealtyMar 2021 to Nov 2023
- Gradient Financial GroupJun 2020 to May 2021
- Case Central, LLCSep 2017 to May 2020
- Tgi FridaysJan 2017 to Oct 2017
- Pilgrm Dry Cleaners & LaunderersJul 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
Domain Money Advisors, LLC
$43.3MAssets managed
182Clients
19Advisers
4 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
- 7786727
- Firm CRD
- 316434