AM
CFP
AM
CFP

Alex Mueller

7 Years of Experience
BrokerSells Insurance

Alex Mueller is a CFP-designated registered investment advisor, based in Denver, CO, with 7 years of industry experience.

Location

2696 S. Colorado Blvd, Suite 583, Denver, CO, 80222

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alex is a transitional wealth planner at The Ameriflex Group, dedicating full-time hours to this role. Alex is also an insurance agent, spending minimal time providing insurance and annuities to clients.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 10 mos
Cambridge Investment Research, INC.
June 2025 - Present · 10 mos
The Ameriflex Group
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2025 - July 2025 · 6 mos
Sanctuary Advisors, LLC
April 2024 - January 2025 · 9 mos
Sanctuary Securities, INC.Broker
April 2024 - January 2025 · 9 mos
Edward Jones
January 2019 - April 2024 · 5 yrs 3 mos
Edward Jones
September 2018 - December 2018 · 3 mos
Edward JonesBroker
August 2018 - April 2024 · 5 yrs 8 mos
State Registrations3 states
COINNV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Alex Mueller - Financial Advisor | TrueAdvisor