CM
CFP
CM
CFP

Christopher Mueller

13 Years of Experience
Wyomissing, PA
Broker

Christopher Mueller is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wyomissing, PA, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

55 Commerce Dr, Wyomissing, PA, 19610

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is involved with Lovol Financial LLC and CM Financial Advisors, both investment-related entities. He also engages in real estate rental through Two Guys Realty and provides tax preparation services through CM Tax Consultants LLC, dedicating minimal time to each.

Employment History
Current Registrations
LPL Financial LLC
January 2020 - Present · 6 yrs 8 mos
LPL Financial LLCBroker
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Commonwealth Financial Network
January 2018 - February 2020 · 2 yrs 1 mo
Commonwealth Financial NetworkBroker
October 2017 - February 2020 · 2 yrs 4 mos
National Planning CorporationBroker
October 2012 - October 2017 · 5 yrs
State Registrations30 states
AKAZCACODCDEFLGAIAILKSMAMDMEMIMTNCNDNHNJNMNVNYOHPARISCTXVAWA
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.