Deborah Mueggenborg
Deborah Mueggenborg is a registered investment advisor at Calton & Associates, INC., based in Bartlesville, OK, with 24 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
310 S Osage, Bartlesville, OK, 74003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Deborah is a partner in Osage Management Co, LLC (parking lot rental) and 302 Osage, LLC (office building rental), dedicating minimal time to each. She also assists with tax preparation for B&H Mueggenborg Family Farm and serves as an advisory board director for BancFirst, spending minimal time on each.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Archambo Financial Advisors, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
State Registrations5 states
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
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