Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bowman Mueller has over 30 years of experience in the financial services industry. Robert is currently a registered representative with SPC. Robert previously worked with Questar Capital Corporation, ProEquities, Inc. and Thrivent Investment Management Inc. Robert is a licensed Series 6 and Series 63 representative and has also passed the SIE and Series 65 exams. Robert specializes in providing financial planning, investment advisory, and portfolio management services to individuals, businesses, and charitable organizations. Robert is a board member of Give Where You Live Northern Kentucky, a charitable organization that raises money for qualified Northern KY 501c3 organizations. Robert is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
11/27/2024 - Present
SPC (ANN ARBOR MI)
KY
10/06/2004 - 11/18/2010
QUESTAR CAPITAL CORPORATION (FLORENCE KY)
AL
08/31/2004 - 11/05/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
MN
07/01/2002 - 08/30/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
09/25/1989 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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