Bradley John Mueller

Employer firm

Valmark Advisers, Inc. CRD 108050

$10.2B regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2013 → 05/2018
  Hewins Financial Advisors, Llc
  Madison, WI
• 03/2014 → 05/2018
  Hewins Brokerage Services, Llc
  Madison, WI
• 06/2018 → 01/2020
  Wipfli Financial Advisors, Llc
  Madison, WI
• 06/2018 → 01/2020
  Wipfli Insurance Services, Llc
  Madison, WI
• 01/2020 → Present
  Valmark Securities, Inc.
  Akron, OH
• 01/2020 → 09/2021
  Monarch Insurance Agency, Llc
  Middleton, WI
• 09/2021 → Present
  Monarch Insurance Agency, Llc
  Madison, WI
• 12/2021 → Present
  Valmark Advisers, Inc.
  Akron, OH

Previous Registrations

• 2013-03-27 → 2020-01-14
  Wipfli Financial Advisors, Llc
  Madison, WI
  Milwaukee, WI
• 2013-04-15 → 2013-07-03
  Wipfli Hewins Investment Advisors Llc
  Madison, WI
  San Mateo, CA
• 2012-02-27 → 2013-02-25
  Cliftonlarsonallen Wealth Advisors, Llc
  Middleton, WI
  Minneapolis, MN
• 2009-05-13 → 2012-02-27
  Clifton Gunderson Wealth Advisors
  Middleton, WI

Other Businesses

1. Monarch Insurance Agency, LLC, DBA Monarch Insurance Partners, LLC; 3330 University Avenue, Suite 202, Madison, WI 53705; Independent insurance brokerage firm offering life, disability, long-term care insurance and annuity contracts; Managing Principal; Investment Related NO; 1/6/2020 Start Date; Financial Interest in company YES; one of two owners (StephanieJo Moen Mueller); >40 hrs. per month; salary plus profit distributions . /// 2. Monarch Ridge LLC; 6322 Sleepy Hollow Cr., Middleton, WI 53562; Outdoor guiding services; Sole Member: Outdoor Guide; Investment Related - NO; 2/2019 Start Date; Financial Interest in Company - YES, Sole Member; 1-5 Approximate hrs. per month; Outdoor Guiding Fees is Compensation./// 3. Insurance sales; long term care, disability insurance and linked life/LTC products through carriers like State Life, Principal Financial Group and Standard Insurance Company; not investment related; Commissions earned on sales./// 4. Long Road Risk Management; Managing Director; Consulting and Sales of Life Insurance, Annuities, LTC and Life Settlements; YES Investment Related; Start Date 1/22/2020; Approximately 40+ hrs. per month; Compensated by Commissions and Overrides.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-12
• S63 Uniform Securities Agent State Law Examination
  2001-05-08

Other Names

• Brad Mueller
• Bradley J Mueller