Woody Mueller
Accredited Investment Fiduciary® Financial Planner with Mueller Financial, Inc.
- Role
- Partner Financial Planner at Mueller Financial, Inc
- Location
- Florence, KY, US
- LinkedIn followers
- 500 followers
About Woody Mueller
No matter what your goals, achieving them requires preparation and planning. I can help you assess your current situation and develop a financial strategy that\'s customized for you. From strategies to help you manage 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 we take a broad-based approach to serving our members. It\'s important to understand how different factors can affect your financial picture. We\'ll help you analyze your current situation. Develop an in-depth financial program. And help you implement an integrated financial strategy. Our team can also assist you by providing a product- or issue-based solution, or we can take a values-based approach to preparing for your financial future.Securities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Mueller Financial is independent of Parkland Securities, LLC and SPC. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Parkland Securities, LLC, SPC or DBA. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements
Experience
Partner Financial Planner
Jan 2015 — Present · Florence, KY, US
Education
Northern Kentucky University
Bachelor's, Criminal Justice, Sociology
2005 — 2009
Skills
- Budgets
- Life Insurance
- Finance
- Mutual Funds
- Portfolio Management
- Fixed Annuities
- Retirement Planning
- Finra
- Financial Services
- Retirement
- Disability Insurance
- Insurance
- Financial Planning
- Investments
- Financial Analysis
- Leadership
- Microsoft Excel
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