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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Family Investment Planning offers non-discretionary investment supervisory services, but does not publish a percentage-based assets under management fee schedule. Instead, investment supervisory services and consultations are billed on an hourly or fixed-fee basis.
Location
925 Elm Grove Road, Suite 203, Elm Grove, WI, 53122
Get directionsHistory
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.
Exams
More Advisors
- Pamela Evason, CFAWindermere Wealth Advisors, LLC
- Benjamin Johnson, CFPRaymond James Financial Services Advisors, INC
- Daniel Krivos, ChFCNorthwestern Mutual Investment Services,llc
- Scott Layeux, CFP