Nathan
Mueller

Mml Investors Services, LLC

CRD#7445653
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nathan Mueller is a financial advisor based out of Minneapolis, Minnesota who has 1 year of relevant experience. Mueller is an advisor for Mml Investors Services, LLC. Their career trajectory has included roles at Mml Investors Service, LLC, Massmutual Life Insurance Company, Oak Marsh Golf Course, Nadia Cakes, Target, Bethel University, New Life Academy and Skyview Middle School. Mueller holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Mml Investors Services, LLC is an advisory firm headquartered in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 advisors. It controls $59 billion in total assets between its 326,297 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 447 charitable organizations. Mml Investors Services, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice largely vary depending on the financial services provided. However, fees billed by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 South 5Th Street Suite 2450
Minneapolis, MN 55402

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

MN Average: $16,012,751,954
Total Number of Employees

7,379

MN Average: 118
Total Number of Accounts

326,297

MN Average: 4,567
Average Account Size

$180,164

MN Average: $3,506,186

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
  • Educational seminars/workshops
  • Other

Nathan Mueller Work History

Nathan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Massmutual Life Insurance Company

2021 - Present (3 years)

Mml Investors Service, LLC

2018 - 2021 (3 years)

Bethel University

2017 - 2022 (5 years)

Oak Marsh Golf Course

2016 - 2016 (< 1 year)

Nadia Cakes

2015 - 2015 (< 1 year)

Target

2014 - 2018 (4 years)

New Life Academy

2012 - 2014 (2 years)

Skyview Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathan Mueller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Michael Altavilla
Saratoga Springs, NY
Vincent Vaghi
Bethesda, MD
Stephen Bishop
Bethlehem, PA
Jameson Lett
Dublin, OH
David Samuelsen
Springfield, MA
James Moore
Atlanta, GA
Jeremy Harness
Chesterfield, MO
Patrick Thuecks
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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