Ross Mueller, CFP^®

 “Before beginning my career in 1994, I remember telling my Dad how rewarding it would be to make people money. It's an awesome feeling when someone invests $100,000 with me, which then grows into much more! It sounds a bit shallow on its own, but it is this money that can be used to help reach your life's true goals. It's the ultimate reward.”

Professional Experience

• Brings over three decades of experience as a wealth advisor, helping clients benefit from informed financial decisions
• Began his practice in 1994 with Edward Jones; went on to spearhead the creation of Verve Wealth Management Division (formerly CitizensFirst Wealth Management) in 1996 
• Completed the CFP® Certification Professional Education Program through the College for Financial Planning, one of the most respected credentials 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
• In May 2018 Ross opened his own office affiliating with Mutual Advisors
• March of 2020, Ross created his own independent fee-based practice - Mueller Wealth, LLC.

Recent Awards & Accolades [Mueller Wealth does not pay for rankings.]

• 2026 CTE Spotlight Winner. The Mishicot School District CTE Spotlight recognizes alumni who applied Career & Technical Education coursework from Mishicot High School to their professional careers and demonstrated post‑graduation career application and professional involvement. Honorees are selected through an open nomination process and reviewed by district CTE educators.
• 2025 Best Financial Planner in Oshkosh.  An honor based on verified data from Google Reviews, as analyzed and certified by BusinessRate. This recognition is part of the BusinessRate BEST of 2025 Awards, which identify local leaders in customer satisfaction, brand reputation, and service excellence using publicly available Google review data.  This comprehensive rating shows how our business ranks against local competitors. This is earned not by application or nomination, but by authentic feedback of our own clients.  Portfolio performance is not a criteria due to varying client objectives and lack of audited data. BusienssRate did not receive a fee in exchange for rankings.
• 2025 Best Financial Planner in Manitowoc County.  An honor based on verified data from Google Reviews, as analyzed and certified by BusinessRate. This recognition is part of the BusinessRate BEST of 2025 Awards, which identify local leaders in customer satisfaction, brand reputation, and service excellence using publicly available Google review data.  This comprehensive rating shows how our business ranks against local competitors. This is earned not by application or nomination, but by authentic feedback of our own clients.  Portfolio performance is not a criteria due to varying client objectives and lack of audited data. BusienssRate did not receive a fee in exchange for rankings.
• 2025 Small Business of the Year by the Chamber of Manitowoc County, recognizing leadership, community involvement, and business sustainability. The award is based on criteria determined by the Chamber of Manitowoc County.
• 2022 Small Business of the Year for Manitowoc County Chamber nomination.

Community Service

• UW Green Bay Finance Committee Member
• Chair, Zion United Methodist Church

Personal

Ross is married and has two sons, Parker and Jarod. He enjoys spending time with and entertaining family and friends, as well as hunting, racing ATVs and playing golf.