Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Willemarijn Mueller is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Emma has over 13 years of experience in the financial services industry, starting her career at M&I Financial Advisors, Inc in 2009. Emma has worked for several other firms since then, including Cambridge Investment Research, Inc, and Purshe Kaplan Sterling Investments. Emma is registered in Florida and Wisconsin. Emma offers financial planning, pension consulting, educational seminars, and portfolio management services to individuals and other investment advisors. She is also an ERISA 3(38) investment manager.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
02/07/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WI
07/02/2012 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (MADISON WI)
WI
01/03/2012 - 07/20/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (MIDDLETON WI)
WI
03/31/2009 - 01/13/2012
M&I FINANCIAL ADVISORS, INC (MADISON WI)
IA
Issued 04/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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