Brian Mueller, Cfp®, Aif® Email and Phone Number
Brian Mueller, Cfp®, Aif® work email
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Brian Mueller, Cfp®, Aif® personal email
Our philosophy is to design prudent financial strategies that protect and grow wealth. We strive to provide clients with the highest level of service and technical expertise in the management and preservation of multi-generational wealth. We put our client’s interest first, act with honesty and integrity, and strive for excellence in every facet of our practice. As CFP professionals, we are firmly committed to the financial planning process.
Rogers Wealth Group
View- Website:
- rogersco.com
- Employees:
- 26
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Vp Wealth Management And Chief Compliance OfficerRogers Wealth GroupTexas, United States
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Vp Wealth Management/Chief Compliance OfficerRogers Wealth Group Jul 2017 - PresentDallas/Fort Worth AreaBrian brings a detail-oriented approach to finding the right answers for our clients. As a Financial Planner, he enjoys helping new and existing clients solve complex financial situations using creative strategies to reframe challenges into opportunities. Brian is a graduate of Colorado State University-Pueblo with a Bachelor of Science in Business Administration, and is a CERTIFIED FINANCIAL PLANNER™ Professional. He is also a Personal Financial Counselor for Zeiders, a Financial Counseling company that serves Service members, veterans and their families.Prior to joining Rogers Wealth Group, he was a Senior Planner at Mills Wealth Advisors in Southlake, Texas. Prior to that he served as VP of Portfolio Management for Demicell Wealth Managers of Pueblo, Colorado. He has also worked as a Relationship Management Officer for JPMorgan Chase Bank in Dallas, Texas, where he coordinated multi-million dollar debt issuance for various municipalities throughout the country.Brian enjoys all sports, especially playing golf and tennis. He and his wife, Kim, live in Keller with their son, Nathan.
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Senior Financial PlannerMills Wealth Advisors Llc Mar 2011 - Jul 2017Dallas/Fort Worth Area
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Vp/Portfolio ManagementDemicell Wealth Managers, Inc. Nov 2005 - Feb 2011Pueblo, Colorado Area -
Avp/Relationship ManagerJpmorgan Chase Jan 2002 - Nov 2005Dallas/Fort Worth Area
Brian Mueller, Cfp®, Aif® Skills
Brian Mueller, Cfp®, Aif® Education Details
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Business Administration And Management, General -
Rangeview High School
Frequently Asked Questions about Brian Mueller, Cfp®, Aif®
What company does Brian Mueller, Cfp®, Aif® work for?
Brian Mueller, Cfp®, Aif® works for Rogers Wealth Group
What is Brian Mueller, Cfp®, Aif®'s role at the current company?
Brian Mueller, Cfp®, Aif®'s current role is VP Wealth Management and Chief Compliance Officer.
What is Brian Mueller, Cfp®, Aif®'s email address?
Brian Mueller, Cfp®, Aif®'s email address is br****@****lls.com
What schools did Brian Mueller, Cfp®, Aif® attend?
Brian Mueller, Cfp®, Aif® attended Colorado State University-Pueblo, Rangeview High School.
What skills is Brian Mueller, Cfp®, Aif® known for?
Brian Mueller, Cfp®, Aif® has skills like Asset Allocation, Retirement Planning, Retirement Benefits, Closed End Funds, Estate Planning, Private Equity, Municipal Bonds, Saving For Education, Long Term Care Insurance, Alternative Investments, Index Funds, Mutual Funds.
Who are Brian Mueller, Cfp®, Aif®'s colleagues?
Brian Mueller, Cfp®, Aif®'s colleagues are Rogers Co, Kevin Smith, Rogers Co, Melinda Earley Blue, Melinda Blue, Melissa Childs, Sarah Mitchell.
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