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Marilyn Mueller

28 Years of Experience
Warner Robins, GA
BrokerSells Insurance

Marilyn Mueller is a registered investment advisor at Jansson Financial Svcs, based in Warner Robins, GA, with 28 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 212 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
212 clients
Average Client Portfolio
$310K average
Assets Under Management
$65.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 Corporate Pointe, Warner Robins, GA, 31088

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Marilyn sells term life and long-term care insurance policies, dedicating a few hours per week to this activity. She is also an Investment Advisor Representative (IAR) with an RIA, spending about 10-20% of her time on this investment-related activity.

Employment History
Current Registrations
Jansson Financial Svcs
January 2025 - Present · 1 yr 4 mos
Ceros Financial Services, INC.Broker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Jansson Financial Svcs
December 2010 - December 2024 · 14 yrs
Mhm Financial Group
April 2008 - December 2010 · 2 yrs 8 mos
Rydex Distributors, INC.Broker
November 2004 - August 2009 · 4 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 1998 - November 2004 · 6 yrs 3 mos
Dean Witter Reynolds INC.Broker
October 1996 - January 1998 · 1 yr 3 mos
State Registrations17 states
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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.