Kurt Bernhard Mueller

Current Employers

Family Investment Planning, Llc

925 Elm Grove Road Suite 203, Elm Grove, WI 53122 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2011-02-28

WI RA
APPROVED

Since 2011-02-28

Branch Locations

925 Elm Grove Road Suite 203, Elm Grove, WI 53122 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Family Investment Planning, Llc	Elm Grove	WI	12/2010	Present

12/2010 → Present

Family Investment Planning, Llc

Elm Grove, WI

Previous Registrations

2010-01-25 → 2011-06-22

Annex Wealth Management, Llc
1999-04-05 → 2008-04-17

Charles Schwab & Co., Inc.

Milwaukee, WI

Milwaukee, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-03-09
S63	Uniform Securities Agent State Law Examination	1984-09-18

S65 Uniform Investment Adviser Law Examination

1999-03-09
S63 Uniform Securities Agent State Law Examination

1984-09-18

Designations

Other Names

Kurt Bernhardt Mueller

View on SEC IAPD

Current Employers

Family Investment Planning, Llc

Disclosures

Employment History

Previous Registrations

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews