Connor Mueller (CRD# 7796310) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Fond Du Lac, WI | Jan 2024 - Current | < 1 |
Feucht Financial Group | Fond Du Lac, WI | May 2021 - Current | 3 |
Woodbury Financial Services Inc. | Fond Du Lace, WI | Nov 2023 - Jan 2024 | < 1 |
The University Of Wisconsin - Whitewater | Whitewater, WI | Aug 2020 - May 2023 | 2 |
The University Of Wisconsin - Whitewater | Whitewater, WI | Sep 2019 - May 2023 | 3 |
Walmart | Whitewater, WI | Feb 2020 - May 2022 | 2 |
General Beer Northeast | Fond Du Lac, WI | May 2019 - Jan 2022 | 2 |
General Beer Northeast | Kaukauna, WI | Mar 2020 - Aug 2020 | < 1 |
Festival Foods | Fond Du Lac, WI | Aug 2016 - Aug 2020 | 4 |
National Exchange Bank & Trust | Fond Du Lac, WI | Mar 2019 - Aug 2019 | < 1 |
Fond Du Lac School District | Fond Du Lac, WI | Nov 2013 - Jun 2019 | 5 |
Eden Grill | Fond Du Lac, WI | Jun 2015 - Aug 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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