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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Mueller is a financial advisor with D.a. Davidson & Co. who has over 16 years of experience in the financial industry. Nicholas has worked for several prominent firms including OSAIC WEALTH, INC. and Woodbury Financial Services, INC. and has earned Series 7, Series 99TO and SIE licenses. Nicholas's specializations include financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors. He is also active in charitable organizations and has extensive experience working with a wide range of clients including high net worth individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CO
07/01/2024 - Present
D.a. Davidson & Co. (DENVER CO)
AZ
01/19/2024 - 05/15/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
MN
05/17/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
12/19/2007 - 05/20/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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