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Michael John Mueller

Valley Wealth Strategies, LLC

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About Michael John Mueller

Michael Mueller is a financial advisor with Valley Wealth Strategies, LLC. Michael has been a financial advisor since 2003 and has experience in various financial services firms including National Planning Corporation, GWN Securities Inc., NYLIFE Securities LLC, and Sammons Securities Company, LLC. Michael has a Series 6 and Series 63 license and a Series 65. Michael is a registered investment advisor in California and Washington. Michael Mueller's specialties include retirement planning, investment advisory, and portfolio management.

Firm Information

Michael Mueller is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mueller’s Registration & Firm History

WA

07/07/2020 - Present

Valley Wealth Strategies, LLC (ELMA WA)

WA

07/16/2012 - 11/29/2017

NATIONAL PLANNING CORPORATION (ELMA WA)

WA

05/05/2011 - 07/11/2012

GWN SECURITIES INC. (ELMA WA)

WA

03/25/2011 - 05/11/2011

NYLIFE SECURITIES LLC (TACOMA WA)

WA

05/29/2003 - 03/09/2011

SAMMONS SECURITIES COMPANY, LLC (ELMA WA)

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Licenses & Designations

IA

Issued 06/27/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Mueller.
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