Shawn
Mueller
Ae Wealth Management, LLC
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About this Advisor
Shawn Mueller is a financial advisor based in Southfield, Michigan, working with Ae Wealth Management, LLC. Shawn has previously held positions at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, J.W. Cole Advisors, Inc, J.W. Cole Financial, Inc, Mueller Retirement Planning, Ae Wealth Management LLC, Kelly Capital Partners, and Wells Fargo Advisors. Shawn has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Shawn is part of Ae Wealth Management, LLC, which operates out of Southfield, Michigan. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shawn Mueller Work History
Mueller Retirement Planning
Ae Wealth Management LLC
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Kelly Capital Partners
J.P. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Disclosures
Please visit the SEC profile of Shawn Mueller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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