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26261 Evergreen Rd Suite 120, Southfield, MI 48076 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-03-28 |
Branch Locations
26261 Evergreen Rd Suite 120, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Birmingham | MI | 05/2013 | 09/2018 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 05/2013 | 09/2018 |
| J.P. Morgan Securities Llc | Bloomfield Hills | MI | 09/2018 | 02/2019 |
| J.W. Cole Advisors, Inc | Tampa | FL | 04/2019 | 05/2022 |
| Mueller Retirement Planning | Southfield | MI | 05/2022 | Present |
| Ae Wealth Management Llc | Topeka | KS | 05/2022 | 04/2025 |
| Kelly Capital Partners | Southfield | MI | 02/2019 | 05/2022 |
| Mueller Asset Management | Southfield | MI | 01/2025 | Present |
1.) Mueller Retirement Planning; Yes Investment Related; 26261 Evergreen Road, Suite 120 Southfield, MI 48076; Insurance and Annuity Sales; Financial Planner; Start Date 05/2022; Approx 40 hours a month; Approx 32 hours during trading; Insurance and Annuity Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-17 |
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