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Nolan Mueller

2 Years of Experience
Milwaukee, WI
Broker

Nolan Mueller is a registered investment advisor at Cetera Investment Advisers LLC, based in Milwaukee, WI, with 2 years of industry experience. Nolan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1433 North Water Street, Suite 400/500, Milwaukee, WI, 53202

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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

Nolan works as a bartender at North Shore Country Club, a family leisure club, since May 2021, dedicating about 10-20% of his time. He also works as an independent contractor providing financial advising under North Star Resource Group, dedicating about a full quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLC
October 2023 - Present · 2 yrs 7 mos
Cetera Wealth Services, LLCBroker
October 2023 - Present · 2 yrs 7 mos
State Registrations4 states
ILLATXWI
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.
Nolan Mueller - Financial Advisor | TrueAdvisor