Broker Check

I have great news to share with you – I have opened my own office and am now operating as Mueller Wealth!

New office phone number (920)267-6710.  Mobile (920)203-4123.

Investment Management | Retirement Planning | 401(k) Assistance


Office locations:

2390 State Road 44, Suite B1 | Oshkosh, WI 54904

W579 Castle Drive, Suite B | Sherwood, WI 54169

663 Willow Drive | Mishicot, WI 54228


The Oshkosh office is located directly across the highway from Verve’s Universal street location.

Appointments available at your preferred location, home or business.


We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

                      

Ross Mueller, CFP®

Wealth Advisor and Founder

[email protected]

Mobile (920) 203-4123

Office (920) 267-6710

Appointments available at your preferred location, home or business:

2390 State Road 44, Suite B1 | Oshkosh, WI 54904

663 Willow Drive | Mishicot, WI 54228

W579 Castle Drive, Suite B | Sherwood, WI 54169

Ross has helped 1,000’s of clients with investments and retirement planning for over 20 years.


Our Mission

We create strategies that are tailored to your needs and goals.

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Our Beliefs and Values

Years of experience have prepared us to guide you through your life transitions.

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Our Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Services

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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