Helping you pursue your life-long ﬁnancial 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.
- 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
- 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.
- Chamber of Manitowoc County; Leadership Manitowoc County Committee Member
- Board Member UW Green Bay Foundation and Finance Committee Member
- Board Member UW Manitowoc Foundation and Finance Committee Member
- Board Member of Zion United Methodist Church
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.
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