Nolan Mueller, CPFA®
Financial Advisor
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
Registered representative of Cetera Wealth Services, LLC.