Kurt Mueller
Kurt Mueller is a CFP-designated registered investment advisor at Family Investment Planning, LLC, based in Elm Grove, WI, with 25 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 15 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Family Investment Planning does not offer ongoing investment management services. They provide investment consultation, which involves educating clients on investment vehicles, analysis, strategies, and assisting in establishing investment accounts.
Location
925 Elm Grove Road, Suite 203, Elm Grove, WI, 53122
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Regulatory History (1)
Customer Dispute
October 2008Employment History
Current Registrations
Family Investment Planning, LLC
Previous Registrations
Annex Wealth Management, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.