Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Mueffelman is a financial advisor with LPL Financial LLC and has been in the industry since August 2004. Robert is registered with the Securities and Exchange Commission and holds multiple securities licenses. Robert has been with LPL Financial LLC since February 2023. Prior to that, Robert was employed by Ameriprise Financial Services, LLC and other firms.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/27/2023 - Present
LPL Financial LLC (THE VILLAGES FL)
MN
05/17/2010 - 02/14/2023
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
01/02/2009 - 05/17/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
02/19/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/17/2006 - 05/06/2008
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
09/19/2005 - 02/19/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/17/2006 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/07/2004 - 06/02/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 09/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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