Wayne
Muehler

Newedge Advisors

CRD#1370890
Investment Advisor
in Bismarck, ND

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About this Advisor

Wayne Muehler is a certified financial planner based in Bismarck, North Dakota who has 5 years of industry experience. Muehler is on the advisory team at Newedge Advisors. Throughout their career, they have worked at Lpl Financial LLC, Gwm Advisors, LLC (Dba: Planningteam Financial Advisors) and Investment Centers Of America, Inc. Muehler maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in North Dakota. Newedge Advisors is a financial advisory business based in New Orleans, LA. It has offices in 99 locations and a total of 499 people on staff. It administers $13 billion in total assets between its 48,067 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 114 charities and foundations. Of its 48,067 customer accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Newedge Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on the type of services offered. However, fees billed by Newedge Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

320 N. 4Th Street
Bismarck, ND 58501

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Newedge Advisors Brokerage Details

Total Assets Under Management

$12,683,180,123

ND Average: $486,181,852
Total Number of Employees

499

ND Average: 13
Total Number of Accounts

48,067

ND Average: 722
Average Account Size

$263,865

ND Average: $673,382

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

Wayne Muehler Work History

Wayne has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Gwm Advisors, LLC (Dba: Planningteam Financial Advisors)

2017 - Present (7 years)

Lpl Financial LLC

1986 - 2017 (31 years)

Investment Centers Of America, Inc

*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 Wayne Muehler 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 Newedge Advisors

Rick Meyeres
New Orleans, LA
David Wheatley
New Haven, CT
James Smith
Monroe, LA
Cline Reasor
Virginia Beach, VA
Kathaleen Muilwyk
New Orleans, LA
Barbara Garcia
New Orleans, LA
Stephen Coopersmith
New Orleans, LA
Richard Rush
Novi, MI

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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