Kristen Mueller
Kristen Mueller is a registered investment advisor at Strategic Asset Management LLC., based in St. Paul, MN, with 8 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 231 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
St. Paul, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristen is a licensed life, health, and disability insurance agent in Minnesota and Texas. She reviews client insurance needs and recommends appropriate products, dedicating minimal time to this activity.
Employment History
Current Registrations
Strategic Asset Management LLC.
Previous Registrations
Solidity Financial LLC
Spire Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.