Kurt Mueller (CFP®)

Kurt Mueller focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Portfolio review and actionable recommendations

Hourly Rates, for Financial Planning, Retirement Planning, Investment Advice.

Complimentary Intial "Get to Know One Another" Meeting 

Additional Information

Complimentary Initial "Get to Know One Another" Meeting



NAPFA Start Date

June 05, 2012


This Office

925 Elm Grove Rd Ste 203 Elm Grove, WI 53122-2572 Phone: (414) 435-0601