Broker Check
Ross Mueller, CFP®

Ross Mueller, CFP®

Wealth Advisor | Founder | Fiduciary

Helping you pursue your life-long ļ¬nancial goals

Looking to plan for retirement or need help with your company retirement plans? With more than 20 years of experience working through bear and bull markets with a full range of investments, Ross Mueller, CFP®, seeks to help you get to where you want to go. 

Meet Ross

Professional Experience

  • Brings over 20 years of experience as a wealth advisor to help clients make informed financial decisions
    • Began his practice in 1994 with Edward Jones; went on to spearhead the creation of CitizensFirst Wealth Management Division in 1996 (now Verve Wealth Management) through April of 2018.
    • May of 2018 Ross opened his own office operating as Mueller Wealth.
  • Completed the CFP® Certification Professional Education Program through the College for Financial Planning, one of the most respected credential in this field.  Is your advisor a CFP®?
  • Licensed to issue life and health insurance, assisting clients with a full range of investments from 401(k)s to annuities
  • Earned his Bachelor of Business Administration degree from the University of Wisconsin, Oshkosh

Awards

  • According to the Oshkosh Northwestern; Ross was voted one of the Best Financial Planners when his practice focused on Winnebago County in 2013.
  • 2015 Ross was ranked #11 out of 180 advisors in the Midwest servicing financial institutions by LPL Financial.
  • 2016 Ross was ranked #10 out of 216 advisors in the Midwest servicing financial institutions by LPL Financial.
  • 2017 Ross was ranked #8 out of 215 advisors in the Midwest servicing financial institutions by LPL Financial.

Community Service

  • Chamber of Manitowoc County; Leadership Manitowoc County Committee Member
  • Board Member UW Manitowoc Foundation and Finance Committee Member
  • Board Member of Zion United Methodist Church

Personal

Ross is married and has two boys - and the house is still standing! He enjoys spending time with family and friends, as well as hunting, fishing, racing ATVs, golf and archery.

Click on the below topics for more info:

Ross' "Why I do this."

Ross' Beliefs and Values

Ross' Mission

What to bring to your appointment with Ross

Your Spending Plan

For additional info, connect with me on: Facebook, LinkedIn and Twitter