Chad Mueller Email & Phone Number

There is something noble in helping hardworking Americans plan for their retirement. I've always felt this way, and it's one of the reasons that I am a tireless advocate for retirement income planning.When helping people break down barriers to financial security, there's a lot to consider. I rely on my diverse background in financial services—from marketing and retail sales to Life, Annuity and Mutual Fund Wholesaling through sales leadership—to navigate that complexity.With that experience I'm able to create the vision for my team, mentoring and working closely with them so they can support advisors and deliver a personalized experience to clients with a focus on people, not just products.It all comes down to helping others, whether it's our teams or ultimately the customer. I do that by:• establishing the strategic vision, ensuring that we are moving in the right direction• strategizing with my team of managers to guide them as they execute that vision• motivating company leaders so they can inspire their teams to exceed client expectationsWhen I'm not on the road or in the home office, you'll likely find me outdoors. I enjoy the quiet and the change of scenery. It keeps me fresh.Specialties include: executive leadership | mentoring | strategic visionTruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC), a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Representatives are registered through CBSI, which is a limited business broker/dealer (member FINRA/SIPC. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. Representatives are registered through CUNA Brokerage Services, Inc. (CBSI). CBSI is a limited business broker/dealer (member FINRA/SIPC), a fully owned subsidiary of TruStage Financial Group, Inc. These entities do not provide advisory services or brokerage services to retail clients. Some items and links provided on this page may be from third parties not affiliated with this professional or CBSI. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its staff. CMGA-2042691.4-0124-0226

Listed skills include Cross Functional Team Leadership, Product Development, Product Marketing, Sales Management, and 40 others.

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  University Of Wisconsin-Stevens Point

  Business Administration