John
Mullen

44 Wealth Management LLC

CRD#7885111
Investment Advisor
in Eugene, OR

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About this Advisor

John Mullen is a financial advisor based in Eugene, Oregon, working with 44 Wealth Management LLC. John has previously held positions at 44 Wealth Management, University Of Oregon, Pr Property Management, Crested Butte Mountain Resort, Extended Travel, and Not Unemployed. John has passed the Series 65 regulatory exam and is registered to provide services in California, Oregon, Texas, and Washington. Currently, John is part of 44 Wealth Management LLC, which operates out of Eugene, Oregon. The firm has 5 employees and manages assets totaling $469.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at 44 Wealth Management LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2350 Oakmont Way, Suite 104
Eugene, OR 97401

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44 Wealth Management LLC Brokerage Details

Total Assets Under Management

$468,953,240

OR Average: $1,120,203,312
Total Number of Employees

5

OR Average: 50
Total Number of Accounts

1,197

OR Average: 1,309
Average Account Size

$391,774

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

John Mullen Work History

2023 - Present (1 year)

44 Wealth Management

2023 - 2023 (< 1 year)

University Of Oregon

2020 - 2023 (3 years)

University Of Oregon

2019 - 2020 (1 year)

Not Unemployed

2018 - 2019 (1 year)

Crested Butte Mountain Resort

2017 - 2019 (2 years)

Pr Property Management

2014 - 2017 (3 years)

Extended Travel

Disclosures

Please visit the SEC profile of John Mullen 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 44 Wealth Management LLC

John Mullen
Eugene, OR
Margo Werner
Eugene, OR
Holly Matus
Eugene, OR
Blaine Werner
Eugene, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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