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Christopher Muecke

15 Years of Experience
Salida, CO

Christopher Muecke is a registered investment advisor at Salida Financial Advice and Planning, based in Salida, CO, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 21 clients with $14M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$14.0M

Fee Structure

  • Full Service Financial Planning: $4,000 to $15,000, negotiable.
  • Project Limited Financial Planning: $1,000 to $10,000, negotiable. This may include financial planning, cash flow planning, insurance review, estate planning review, income tax plan preparation, and income tax return preparation and filing.
One-Time Plan:$1,000 - $15,000
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Location

123 G Street, Salida, CO, 81201

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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 Activities

Christopher and his wife own a small jewelry business, Rakkasse LLC dba Anatolia Arts. It is a single member LLC and unrelated to investing activities.

Employment History
Current Registrations
Salida Financial Advice and Planning
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cambridge Financial Advisors, LLC
August 2013 - January 2022 · 8 yrs 5 mos
American Express Financial Advisors, INC.
October 2001 - May 2004 · 2 yrs 7 mos
State Registrations2 states
COTX
Advisor

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.
Christopher Muecke - Financial Advisor | TrueAdvisor