Kurt Mueller, CFP®

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Kurt Mueller is a Certified Financial Planner TM with over 25 years of financial industry experience.  Kurt spent 17 years at Charles Schwab & Co. as a Vice President, Branch Manager and Private Client Consultant.

 

Kurt’s greatest value to our clients is objectivity, simple solutions and wisdom about financial markets, life planning and preparation for the future.   Kurt believes that everyone, regardless of net worth, should be able to access competent, objective, independent advice from a professional, fee-only advisor on a periodic or as needed basis.

 

Kurt and his wife Barbara live in Wauwatosa and have two adult children.  Kurt is an active member of the Milwaukee Rotary Club, and serves on the Bryant Stratton College advisory board.

 

Kurt loves to sail and keeps his boat at the Milwaukee Community Sailing Center.  Kurt also practices Bikram Yoga on a regular basis.

18650 West Corporate Drive Suite 300 Brookfield, WI 53045    Tel: 262-786-6363 Fax: 262-792-8930

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