Morgan Curtis Mueller

Employer firm

Thompson Investment Management, Inc. CRD 129609

$3.08B regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2013 → 07/2018
  Jwt Rentals
  Madison, WI
• 08/2010 → Present
  Thompson Investment Management Inc.
  Madison, WI
• 01/2012 → Present
  Thompson Investment Management Inc.
  Madison, WI
• 03/2022 → Present
  Thompson Investment Management Inc.
  Madison, WI

Other Businesses

I AMM HAIR LLC- MEMBER SINCE 8/2019 (HAIR SALON) Private Residence (3 hours month); MFIP, LLC- MEMBER SINCE 8/2011 (PROPERTY OWNERSHIP) 204 Mariealain Dr, Wisconsin Dells, WI 53965 (1 hour monthly); MF TECHNOLOGY SYSTEMS LLC- MEMBER SINCE 08/2022 (TECHNOLOGY ENTITY) 4383 Eagle Ridge Lane, Windsor, WI 53598 (5 hours monthly)

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-16

Designations

• Chartered Financial Analyst