Mueller Wealth

Mueller Wealth Mueller Wealth, LLC is a Securities and Exchange Commission Registered Investment Adviser. This website is solely for informational purposes.

Office locations:
2390 State Road 44, Suite B1, Oshkosh, WI 54904
524 E Main Street, Mishicot, WI 54228
W579 Castle Dr, Suite B, Sherwood, WI 54169

The Oshkosh office is located directly across the highway from Verve’s Universal street location. Advisory services are only offered to clients or prospective clients where Mueller Wealth, LLC and its representatives are properly licensed or exempt fr

om licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mueller Wealth, LLC unless a client service agreement is in place. CFP®, CERTIFIED FINANCIAL PLANNER TM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Testimonials from clients or endorsements from non-clients were not solicited and not compensated directly or indirectly. No conflicts of interest exist between the advisor and any person providing such testimonial or endorsement. Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. Our privacy statement can be viewed at this link. You can request a copy of our updated Form ADV, Part2A by emailing [email protected] or click on this link. A copy of our Form CRS is available at this link.

A disability could keep you from work and increase costs. How can you protect yourself?
09/02/2026

A disability could keep you from work and increase costs. How can you protect yourself?

Join the Mueller Wealth Long Drive Competition! With an Open Division and a Handicap Division, everyone has a chance to ...
09/02/2026

Join the Mueller Wealth Long Drive Competition! With an Open Division and a Handicap Division, everyone has a chance to win, have fun, and earn some bragging rights!

The event will benefit Pink Heals Manitowoc County WI. RSVP/Register via the link below which also contains the details and rules.


Fox Hills Golf Course

Mueller Wealth Long Drive Golf Competition Grab your driver, swing big, and support a great cause! Join us for the inaugural Mueller Wealth Long Drive Golf Competition — a fun, fast-paced night of booming drives, music, and community, all benefiting Pink Heals Guardians of the Ribbon Manitowoc.

This is what a Liquid Assets brew was made for.A retired client, a fishing rod, open water, and a cold Liquid Assets bre...
08/31/2026

This is what a Liquid Assets brew was made for.

A retired client, a fishing rod, open water, and a cold Liquid Assets brew in hand.

Retirement isn't just about building wealth. It's about having the freedom to enjoy life's best moments.

We'd love to see where you're enjoying your Liquid Assets. Share your photos below!

The question everyone has: Will Social Security be around for you? Read this.
08/28/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
08/27/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/26/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Wondering what to tell your financial pro? Check out this quick video for guidance!
08/21/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
08/20/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Does it make more sense to push back retirement, or not to retire at all?
08/19/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

What actually happens when the U.S. government shuts down?
08/14/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

Address

2390 State Road 44, Suite B-1
Oshkosh, WI
54904

Telephone

+19202676710

Website

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