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Scott Aaron Mueller

Principal Advised Services

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About Scott Aaron Mueller

Scott Mueller is a financial advisor with Principal Advised Services. He is a Registered Representative and Investment Advisor Representative licensed in 39 states including Oregon and Iowa. He is active in the financial industry since 2011. Scott provides financial planning, portfolio management for individuals and selection of other advisers.

Firm Information

Scott Mueller is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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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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percentage of assets

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

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Scott Mueller’s Registration & Firm History

OR

10/31/2022 - Present

Principal Advised Services (Lake Oswego OR)

CO

05/19/2014 - 05/20/2017

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NE

06/07/2002 - 05/28/2003

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NE

03/30/1999 - 04/05/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

TX

08/06/1998 - 10/23/1998

LLOYD WADE SECURITIES INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 07/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/05/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Aaron Mueller.
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