Connor Stephen Mueller
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Feucht Financial GroupMay 2021 to now
- Woodbury Financial Services IncNov 2023 to Jan 2024
- WalmartFeb 2020 to May 2022
- The University of Wisconsin - WhitewaterSep 2019 to May 2023
- General Beer NortheastMay 2019 to Jan 2022
- National Exchange Bank & TrustMar 2019 to Aug 2019
- Festival FoodsAug 2016 to Aug 2020
- Fond Du Lac School DistrictNov 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7796310
- Firm CRD
- 23131