Unclaimed Profile

David Michael Muehl

ERN FINANCIAL, LLC·MIDDLETON, Wisconsin

SIE, Series 7, Series 66Clean record23 years registeredERN FINANCIAL, LLC

8215 GREENWAY BOULEVARD, MIDDLETON, WI 53562CRD# 4375044Firm CRD# 297717

Profile Verification

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

Identity

David Michael Muehl · MIDDLETON, WI

Registration

CRD #4375044 · ERN FINANCIAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CANOPY WEALTH MANAGEMENT

Aug 2018 – present

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Feb 2011 – Aug 2018

Middleton, WI

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2002 – Jan 2011

MADISON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 25, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ERN FINANCIAL, LLC

CRD 297717 · SEC 801-113774

AUM

$1.3B

Regulatory assets under management

Employees

3,843 client accounts

Services offered by ERN FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 ERN FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does David Michael Muehl offer?

David Michael Muehl specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.

What are David Michael Muehl's credentials?

David Michael Muehl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Muehl located?

David Michael Muehl is based in MIDDLETON, Wisconsin, working with ERN FINANCIAL, LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.

How does David Michael Muehl charge for services?

David Michael Muehl's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ERN FINANCIAL, LLC?

ERN FINANCIAL, LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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