Kristen Marie Mueller

Current Employers

Employment History

• 02/2008 → 06/2018
  Securus Wealth Management Dba Gps Wealth Management , Llc
  Plymouth, MN
• 06/2018 → 12/2024
  Solidity Financial Llc
  Shoreview, MN
• 01/2025 → 01/2026
  Solidity Financial Llc
  Shoreview, MN
• 06/2018 → Present
  Birch River Financial Services, Llc
  Big Bend, MN

Previous Registrations

• 2018-09-05 → 2026-01-05
  Solidity Financial Llc
  St. Paul, MN
  Shoreview, MN
• 2017-02-16 → 2018-06-04
  Spire Wealth Management, Llc
  Plymouth, MN
  Mclean, VA

Other Businesses

1.Birch River Financial Services, LLC: Fractional back-office operations and compliance consulting. Provides virtual operational and administrative support to independent registered investment advisers. Services include client onboarding support, account administration, operational process support, and compliance assistance. No investment advice is provided through this business, and the firm does not manage client assets or have custody of client funds or securities. Investment Related; Business Address: 1384 Simpson Street St. Paul, MN; Start Date: 6/2018; Role: Founder and CEO; Hours Per Month: Approximately 60 hours per month, including during trading hours; Compensation: consulting fees 2.Kristen Mueller is licensed as an insurance broker and may recommend or sell non-registered insurance products through unaffiliated insurance carriers. Insurance products are offered outside of Strategic Asset Management, LLC and are not part of the Firm's investment advisory services. Business Address: 1384 Simpson Street St. Paul, MN 55108; Start Date: 10/2012; Role/Title: Insurance Broker; Investment Related; Hours Per Month: Approximately 3-5 hours per month, including during trading hours; Commission-based compensation from unaffiliated insurance carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-09