Nathan
Mueller

Mml Investors Services, LLC

CRD#5681768
Investment Advisor
in Milwaukee, WI

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About this Advisor

Nathan Mueller is a financial advisor based out of Milwaukee, Wisconsin with a total of 2 years of relevant experience. Mueller works at Mml Investors Services, LLC. During their career, Mueller has held roles at Paradise Springs Fitness, Ymca Kettle Moraine, Mueller Excavating, Global View Capital Management, LTD, Global View Capital Insurance, LTD, Evologic Investment Advisors, LLC (F/N/A Evologic Capital Mgmt), Modern Woodmen Of America, Mwa Financial Services Inc, Mml Investors Services, LLC, Massmutual Life Insurance Co, A1 Health And Fitness, Personal Training Marketplace, The Gym West Bend and Global View Capital Advisors, LTD. Mueller holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Mml Investors Services, LLC is a registered investment company operating out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It administers $59 billion in assets under management between its 326,297 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 447 charities and foundations. Mml Investors Services, LLC provides a number of services, such as 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. A financial advisor's fee schedules usually depend on the services. However, fee types charged by Mml Investors Services, LLC can consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10401 Innovation Drive Suite 125
Milwaukee, WI 53226

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

WI Average: 118
Total Number of Accounts

326,297

WI Average: 4,567
Average Account Size

$180,164

WI 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 2 years.*

2021 - Present (3 years)

Mml Investors Services, LLC

2021 - Present (3 years)

Massmutual Life Insurance Co

2021 - Present (3 years)

A1 Health And Fitness

2021 - Present (3 years)

Personal Training Marketplace

2020 - 2021 (1 year)

Modern Woodmen Of America

2020 - 2021 (1 year)

Mwa Financial Services Inc

2019 - 2020 (1 year)

Global View Capital Management, LTD

2019 - 2020 (1 year)

Global View Capital Advisors, LTD

2018 - 2020 (2 years)

Ymca Kettle Moraine

2018 - 2018 (< 1 year)

Mueller Excavating

2018 - 2020 (2 years)

Global View Capital Insurance, LTD

2018 - 2020 (2 years)

The Gym West Bend

2016 - 2018 (2 years)

Paradise Springs Fitness

2009 - 2018 (9 years)

Evologic Investment Advisors, LLC (F/N/A Evologic Capital Mgmt)

*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

Stephen Bishop
Bethlehem, PA
Jameson Lett
Dublin, OH
Patrick Thuecks
Dallas, TX
Ricardo Reyes
Iselin, NJ
John Whitehead
Lake Oswego, OR
Michael Everritt
Tampa, FL
Robert Ahrendt
Seattle, WA
Christopher Thrower
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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