Nolan Mueller, CPFA®

Financial Advisor

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Experience financial resources directed by your values and toward your goals.

Check the background of this investment professional on FINRA’s BrokerCheck.

Nolan Mueller, CPFA®

Financial Advisor

Handshake

Experience financial resources directed by your values and toward your goals.

About

Nolan helps his clients make sense of their entire financial picture. Whether it’s managing student loans, building wealth, protecting income, or planning for retirement, he leverages his resources to find the right solution. He works with a diverse group of clients but has a strong focus on medical professionals and business owners. No matter who he is working with, his goal remains constant: to provide tailored guidance and strategic planning to help them achieve financial independence.

Originally from Port Washington, Wis., Nolan graduated from the University of Wisconsin-La Crosse in 2023 with a degree in finance. He holds the Certified Plan Fiduciary Advisor (CPFA®) designation, which reflects his commitment to supporting businesses and retirement plan sponsors with their fiduciary responsibilities.

When not working with clients, Nolan enjoys spending time outdoors—making the most of summer on the golf course, fishing, or spending quality time with friends and family.

No matter where you are in your financial journey, Nolan is committed to being a trusted resource and partner every step of the way.

Services

  • Comprehensive fee-based financial planning
  • Wealth management
  • Retirement strategies
  • Estate planning
  • Disability insurance
  • Life insurance
  • Investments

Team

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Director of Investments

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Senior Vice President

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Max Miller
Max Miller

Disability Insurance Consultant

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Senior Vice President and Chief Investment Officer

Contact

    Milwaukee

    1433 N. Water St.
    Suite 400
    Milwaukee, WI 53202

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    Registered representative of Cetera Wealth Services, LLC.