Mark Mueller

Wealth Advisor

Role
Financial Consultant at Thrivent
Location
Germantown, MD, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mark Mueller

I’m a financial professional with experience helping individuals and families reach their financial goals. I often say the most important part of my job is listening. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen. Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge and experience.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.

Experience

  1. Financial Consultant

    Thrivent

    Jan 2010 — Present

    I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that\'s customized for you. From strategies to help you grow your assets to preparing for retirement, I\'ll help you make informed decisions to stay on track with your goals.Today, it\'s common to have multiple financial goals and concerns. That\'s why I take a broad-based approach to serving members. It\'s important to understand how different factors can affect your financial picture. I’ll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. I can also assist you by providing a product- or issue-based solution, or take a values-based approach to preparing for your financial future.I\'m part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is a more in-depth level of service that ensures your specific financial needs and goals are addressed. I am licensed to do business in MD, VA, PA, DC, DE, WV, NY, SC, OH, IL, and MN.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board\'s initial and ongoing certifications requirements.

Education

  • Case Western Reserve University

    BS, Chemical Engineering

    1990 — 1995

  • University of Cincinnati Carl H. Lindner College of Business

    MBA, Finance

    2000 — 2001

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Mark Mueller — Financial Consultant at Thrivent in Germantown, MD, US | Unifers