Unclaimed Profile

Wendy Jane Varnum Mueller

WJ INVESTMENTS, LLC·RENO, Nevada

Series 63, Series 65Clean record14 years registeredWJ INVESTMENTS, LLC

527 LANDER STREET, RENO, NV 89509CRD# 5946371Firm CRD# 157472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wendy Jane Varnum Mueller · RENO, NV

Registration

CRD #5946371 · WJ INVESTMENTS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WJ INVESTMENTS, LLC

TAYLOR CREEK CAPITAL

Jun 2018 – Dec 2019

RENO, NV

USDR INVESTMENT MANAGEMENT

Mar 2012 – Dec 2022

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · March 9, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WJ INVESTMENTS, LLC

CRD 157472 · SEC 801-79402

AUM

$31M

Regulatory assets under management

Employees

8 client accounts

Services offered by WJ INVESTMENTS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WJ INVESTMENTS, LLC →

Introduction

Speak with Wendy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Wendy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RENO?

Browse all registered financial advisors in RENO, Nevada or claim this profile if it's yours.

Browse RENO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Wendy Jane Varnum Mueller offer?

Wendy Jane Varnum Mueller specializes in Retirement Planning.

What are Wendy Jane Varnum Mueller's credentials?

Wendy Jane Varnum Mueller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy Jane Varnum Mueller located?

Wendy Jane Varnum Mueller is based in RENO, Nevada, last registered with WJ INVESTMENTS, LLC.

How does Wendy Jane Varnum Mueller charge for services?

Wendy Jane Varnum Mueller's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WJ INVESTMENTS, LLC?

WJ INVESTMENTS, LLC has approximately 3 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →