Best Investors Account Sign in
Inactive

Ross Anthony Mueller

Mueller Wealth

Mishicot, WI

Claim This Profile
Current Employers
Mueller Wealth

524 E. Main Street, Mishicot, WI 54228 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2020-03-31
  • WI RA
    APPROVED
    Since 2020-03-31

Branch Locations

524 E. Main Street, Mishicot, WI 54228 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Oshkosh WI 07/2004 05/2018
Mutual Advisors, Llc. Casper WY 05/2018 04/2020
Verve (Aka Citizens First Credit Union) Oshkosh WI 07/2004 04/2018
Mutual Advisors, Llc Dba Mueller Wealth Mishicot WI 05/2018 04/2020
Mutual Securities, Inc. Camarillo CA 06/2018 04/2020
Mueller Wealth, Llc Oshkosh WI 01/2020 Present
  • 07/2004 → 05/2018
    Oshkosh, WI
  • 05/2018 → 04/2020
    Casper, WY
  • 07/2004 → 04/2018
    Verve (Aka Citizens First Credit Union)
    Oshkosh, WI
  • 05/2018 → 04/2020
    Mutual Advisors, Llc Dba Mueller Wealth
    Mishicot, WI
  • 06/2018 → 04/2020
    Mutual Securities, Inc.
    Camarillo, CA
  • 01/2020 → Present
    Mueller Wealth, Llc
    Oshkosh, WI
Previous Registrations
  • 2018-05-03 → 2020-03-31
    Mishicot, WI
    Oshkosh, WI
  • 2004-07-07 → 2018-05-11
    Brillion, WI
    Appleton, WI
    Neenah, WI
    Sherwood, WI
    Neenah, WI
    Fond Du Lac, WI
    Oshkosh, WI
    Fond Du Lac, WI
    Oshkosh, WI
    Mishicot, WI
    Oshkosh, WI
    Oshkosh, WI
    Oshkosh, WI
    Fond Du Lac, WI
    Oshkosh, WI
    Oshkosh, WI
    Fond Du Lac, WI
    Neenah, WI
    Neenah, WI
    Sherwood, WI
    Two Rivers, WI
Other Businesses

1. UW GREEN BAY FOUNDATION BOARD, START DATE: 12/13/2018, 2420 NICOLET DR, GREEN BAY, WI 54311-7001, 50fc3, FOUNDATION TO RAISE AND MANAGE FUNDS FOR THIS COLLEGE, UW-GREEN BAY FOUNDATION'S FINANCE AND INVESTMENT COMMITTEE, ANALYZE AND HELP THE REST OF THE BOARD UNDERSTAND THEIR CURRENT ASSET MANAGEMENT AND EXPENSES AND PERFORMANCE, I WILL NOT BE MANAGING THEIR PORTFOLIO, JUST HELPING TO UNDERSTAND IT AND EDUCATE ABOUT WHAT THEY HAVE, ADVOCATE TO FUTURE STUDENTS REGARDING THE COLLEGE'S LOW COST TO ATTEND, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. ZION METHODIST CHURCH, START DATE: 5/2018, 421 JACKSON STREET MISHICOT, WI 54228, NON PROFIT, WORSHIP, CHAIRMAN OF THE BOARD, SPREAD WORSHIP, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. RSMUELLER PROPERTIES, LLC., START DATE: 09/27/2018, 663 WILLOW DRIVE, MISHICOT, WI 54228, LLC, LLC TO HOLD THE OWNERSHIP OF 524 E MAIN STREET, MISHICOT, WI 54228, SHAWN MUELLER AND I OWN IT, SHE RUNS IT, I PROVIDE ASSISTANCE TO SHAWN MUELLER AS NEEDED, GENERAL BUSINESS ADVISE, CLEANING AND MAINTENANCE AS NEEDED. THIS LLC OWNS 524 EAST MAIN, MISHICOT, WI 54228 WHICH IS THE BUILDING THAT THE FIRM USES AS AN OFFICE. THERE IS A LAUNDROMAT IN THE BACK OF THE BUILDING AND AN APARTMENT UPSTAIRS THAT SHAWN MUELLER RENTS OUT, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 4. MISHICOT LAUNDROMAT - RSMUELLER PROPERTIES, LLC., START DATE: 11/25/2018, 524 E MAIN, MISHICOT, WI 54228 LOCATION IN BACK OF BUILDING, LLC LAUNDROMAT BUSINESS RUN UNDER RSMUELLER PROPERTIES LLC., LAUNDROMAT, SHAWN MUELLER AND I OWN IT, SHE RUNS IT, I PROVIDE ASSISTANCE TO SHAWN MUELLER AS NEEDED, GENERAL CLEANING AND COIN COLLECTION, NOT INVESTMENT RELATED, 3 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-17
  • S63 Uniform Securities Agent State Law Examination
    1994-05-17
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mishicot, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor