Steven Mueller

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 01/2026
  Cuna Mutual Group
  Waverly, IA
• 02/2012 → 01/2026
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → 01/2026
  Lpl Financial Llc
  Stoughton, WI
• 01/2026 → Present
  Ameriprise Financial Services Llc
  Middleton, WI

Previous Registrations

• 2022-05-18 → 2026-01-23
  Lpl Financial Llc
  Stoughton, WI
  Portage, WI
  Madison, WI
  Baraboo, WI
  Cottage Grove, WI
• 2012-02-24 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Fitchburg, WI
  Baraboo, WI
  Madison, WI
  Cottage Grove, WI
  Stoughton, WI
  Fitchburg, WI
  Fitchburg, WI
  Madison, WI
  Portage, WI
• 2011-04-29 → 2012-02-08
  Morgan Stanley
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2011-04-28

Other Names

• Steven Mueller
• Steven Andrew Mueller