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Christie Mueller

40 Years of Experience
Edmonds, WA
3 DisclosuresBrokerSells Insurance

Christie Mueller is a registered investment advisor at Eagle Strategies LLC, based in Edmonds, WA, with 40 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

9710 Lindsay Place, Edmonds, WA, 98020

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2018
Denied
Customer Dispute
March 2009
Denied
Customer Dispute
December 2007
Denied
Other Business ActivitiesSells Insurance

Christie operates under the DBA name of Mueller and Associates, selling New York Life products and brokering non-registered insurance products since 2007. This activity is investment-related and Christie is the owner.

Employment History
Current Registrations
Eagle Strategies LLC
April 2008 - Present · 18 yrs 3 mos
Nylife Securities LLC
August 1985 - Present · 40 yrs 11 mos
Nylife Securities LLCBroker
August 1985 - Present · 40 yrs 11 mos
State Registrations26 states
AKALAZCACOFLIAIDILINKSKYMAMTNJNMNVNYOKORPASDTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christie Mueller - Financial Advisor | TrueAdvisor