Connor Stephen Mueller

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 08/2020
  Festival Foods
  Fond Du Lac, WI
• 03/2019 → 08/2019
  National Exchange Bank & Trust
  Fond Du Lac, WI
• 05/2019 → 01/2022
  General Beer Northeast
  Fond Du Lac, WI
• 02/2020 → 05/2022
  Walmart
  Whitewater, WI
• 03/2020 → 08/2020
  General Beer Northeast
  Kaukauna, WI
• 08/2020 → 05/2023
  The University Of Wisconsin - Whitewater
  Whitewater, WI
• 05/2021 → Present
  Feucht Financial Group
  Fond Du Lac, WI
• 09/2019 → 05/2023
  The University Of Wisconsin - Whitewater
  Whitewater, WI
• 11/2013 → 06/2019
  Fond Du Lac School District
  Fond Du Lac, WI
• 11/2023 → 01/2024
  Woodbury Financial Services Inc
  Fond Du Lace, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fond Du Lac, WI

Other Businesses

1.FEUCHT FINANCIAL GROUP, LLC POSITION: Licensed Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 135 START DATE: 07/01/2023 ADDRESS: N6687 Wrightway Drive, Fond du Lac WI 54937, United States DESCRIPTION: Opening New Accounts, investing new cash / raising cash, answering phone calls. 2. FEUCHT FINANCIAL GROUP, LLC - DBA POSITION: The purpose of this OBA is to disclose my DBA, Feucht Financial Group, LLC. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 135 START DATE: 07/01/2023 ADDRESS: 5315 Wall Street, STE 280, Madison WI 53718, United States DESCRIPTION: Opening New Accounts, investing new cash / raising cash, answering phone calls, meeting with clients, preparing tax returns, selling term life insurance. 3. FEUCHT FINANCIAL GROUP, LLC - FIXED INSURANCE POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/10/2025 ADDRESS: 5315 Wall Street, Madison WI 53718, United States DESCRIPTION: Offer clients fixed insurance products, including term life insurance 4. FEUCHT FINANCIAL GROUP, LLC - TAX PREP POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/15/2024 ADDRESS: 5315 Wall Street, Madison WI 53718, United States DESCRIPTION: Preparation and projection of client taxes

Exams

• S66 Uniform Combined State Law Examination
  2024-04-26