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Rachel Schwehm Mullan

Tripletree, LLC

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About Rachel Schwehm Mullan

Rachel Schwehm Mullan is a financial professional with experience in the financial services industry. Rachel is currently registered with Tripletree, LLC and Capital ONE Securities, Inc. Rachel holds a Series 27 license. Rachel is registered in Louisiana.

Firm Information

Rachel Mullan is currently registered with Tripletree, LLC. Tripletree, LLC is a Limited Liability Company formed on January 13, 1997. The company is registered in Minnesota and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

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.

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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Rachel Mullan’s Registration & Firm History

MN

12/02/2021 - Present

Tripletree, LLC (Minneapolis MN)

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Licenses & Designations

BC

Issued 05/18/2020

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Rachel Schwehm Mullan.
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