Unclaimed Profile

Bradley J Mueller

CLIFTON GUNDERSON WEALTH ADVISORS LLC·MIDDLETON, Wisconsin

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record17 years registeredCLIFTON GUNDERSON WEALTH ADVISORS LLC

8215 GREENWAY BLVD., MIDDLETON, WI 53562CRD# 2607091Firm CRD# 111297

Profile Verification

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

Identity

Bradley J Mueller · MIDDLETON, WI

Registration

CRD #2607091 · CLIFTON GUNDERSON WEALTH ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

VALMARK ADVISERS, INC.

Dec 2021 – present

WIPFLI HEWINS INVESTMENT ADVISORS LLC

Apr 2013 – Jul 2013

MADISON, WI

WIPFLI FINANCIAL ADVISORS, LLC

Mar 2013 – Jan 2020

MADISON, WI

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Feb 2012 – Feb 2013

MIDDLETON, WI

CLIFTON GUNDERSON WEALTH ADVISORS

May 2009 – Feb 2012

MIDDLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · May 13, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLIFTON GUNDERSON WEALTH ADVISORS LLC

CRD 111297 · SEC 801-58266

AUM

$848M

Regulatory assets under management

Employees

2,241 client accounts

Services offered by CLIFTON GUNDERSON WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CLIFTON GUNDERSON WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Bradley J Mueller offer?

Bradley J Mueller specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.

What are Bradley J Mueller's credentials?

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

Where is Bradley J Mueller located?

Bradley J Mueller is based in MIDDLETON, Wisconsin, working with CLIFTON GUNDERSON WEALTH ADVISORS LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.

How does Bradley J Mueller charge for services?

Bradley J 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 CLIFTON GUNDERSON WEALTH ADVISORS LLC?

CLIFTON GUNDERSON WEALTH ADVISORS LLC has approximately 11 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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