Unclaimed Profile

Brian Joseph Mueller

ROGERS WEALTH GROUP, INC.·FORT WORTH, Texas

Series 7, Series 63, Series 66CFPClean record20 years registeredROGERS WEALTH GROUP, INC.

1330 SUMMIT AVENUE, FORT WORTH, TX 76102CRD# 4252264Firm CRD# 107409

Profile Verification

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

Identity

Brian Joseph Mueller · FORT WORTH, TX

Registration

CRD #4252264 · ROGERS WEALTH GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

ROGERS WEALTH GROUP, INC.

Jul 2017 – present

MILLS WEALTH ADVISORS, LLC

Jan 2012 – Aug 2017

SOUTHLAKE, TX

BFT FINANCIAL GROUP, LLC

Mar 2011 – Mar 2012

SOUTHLAKE, TX

DEMICELL WEALTH MANAGERS, INC.

Feb 2006 – Feb 2011

PUEBLO, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · February 6, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROGERS WEALTH GROUP, INC.

CRD 107409 · SEC 801-51602

AUM

$838M

Regulatory assets under management

Employees

817 client accounts

Services offered by ROGERS WEALTH GROUP, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROGERS WEALTH GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Joseph Mueller offer?

Brian Joseph Mueller specializes in Investment Management, Wealth Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Brian Joseph Mueller's credentials?

Brian Joseph Mueller holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Joseph Mueller located?

Brian Joseph Mueller is based in FORT WORTH, Texas, working with ROGERS WEALTH GROUP, INC.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Brian Joseph Mueller charge for services?

Brian Joseph Mueller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROGERS WEALTH GROUP, INC.?

ROGERS WEALTH GROUP, INC. has approximately 21 employees and manages $838M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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