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Jeffrey Lawrence Mueller

MUELLER FINANCIAL SOLUTIONS CO.·CANON CITY, Colorado
Clean recordMUELLER FINANCIAL SOLUTIONS CO.
303 NORTH 7TH ST., CANON CITY, CO 81212CRD# 4421457Firm CRD# 113432

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Lawrence Mueller · CANON CITY, CO
Registration
CRD #4421457 · MUELLER FINANCIAL SOLUTIONS CO.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Lawrence Mueller is a registered financial advisor based in CANON CITY, Colorado, affiliated with MUELLER FINANCIAL SOLUTIONS CO.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MUELLER FINANCIAL SOLUTIONS CO.
MUELLER FINANCIAL SOLUTIONS CO.
AUM
$156M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MUELLER FINANCIAL SOLUTIONS CO. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4421457
Firm CRD# 113432
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Lawrence Mueller offer?
Jeffrey Lawrence Mueller specializes in Financial Planning, Investment Management. Contact their office in CANON CITY, Colorado for a consultation.
What are Jeffrey Lawrence Mueller's credentials?
Jeffrey Lawrence Mueller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lawrence Mueller located?
Jeffrey Lawrence Mueller is based in CANON CITY, Colorado, working with MUELLER FINANCIAL SOLUTIONS CO.. Their office serves clients in the CANON CITY metropolitan area and surrounding communities.
How does Jeffrey Lawrence Mueller charge for services?
Jeffrey Lawrence Mueller's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUELLER FINANCIAL SOLUTIONS CO.?
MUELLER FINANCIAL SOLUTIONS CO. has approximately 9 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MUELLER FINANCIAL SOLUTIONS CO.

Shad Everett Johnson
CANON CITY, CO

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