A plan for today, tomorrow and generations to come

Couple in front yard

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Keith Mueller

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • IL
    • MI
    • MN
    • NY
    • PA
    • TX
    • WA
    • WI
    • WY

    Keith has been involved in the financial services industry since 1986. As a Financial Advisor, Keith has dedicated his career to providing outstanding service to solve his clients' complex investment concerns. He is a Senior Vice President - Wealth Management, and he oversees more than $250 million in client assets.

    Thorough and innovative, Keith meets the needs of high net worth individuals, successful professionals, retirees, and corporations. His area of expertise lies in wealth creation and preservation strategies, utilizing tax advantaged estate and retirement planning, sophisticated investment allocation strategies, as well as insurance planning tactics. Through comprehensive communication, Keith strives to understand each client's financial needs and goals, while providing the personal attention necessary for a successful and positive investment experience.

    Expertise, integrity and professionalism have earned Keith the respect and admiration of his clients and associates, as evidenced by his receipt of various awards and top industry honors including the Wealth Advisor designation from UBS and the prestigious Certified Investment Management Analyst (CIMA®) designation from the Investment Management Consultants Association (IMCA®).

    CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual and institutional investors. Keith attended the Wharton Executive Education program at the University of Pennsylvania where he attained the knowledge, tools, and strategies to effectively set investment objectives, evaluate and select managers, and manage investment portfolios for individual and institutional clients. CIMA® certificants are the premier investment consulting and wealth management advisors in the industry* and the CIMA® designation is distinguished by the American National Standards Institute (ANSI) as the only financial services certification in the United States to meet international standards for personnel certification.

    Premier service has built Keith a solid client base, and he has expanded his business through referrals from satisfied clients and other professionals. Keith attended St. Thomas Academy before enrolling at Creighton University and the University of St. Thomas, where he graduated with a Bachelor of Arts in Business Administration.

    Active in the community, Keith and his wife contribute to higher education institutions to foster scholarships, further excellence in the classroom and athletics. They have two children, and they reside in Grant, Minnesota. Keith is a competitive scow sailor and a passionate outdoorsman.

    • B.A. - University of St. Thomas
    • CIMA® Wharton School of Executive Education
    • St. Thomas Academy
    • Series 7 General Securities Representative
    • Series 31 Managed Futures Representative
    • Series 63 Uniform Securities State Agent
    • Accident & Health, Life, Variable Life & Variable Annuities

     *Source - IMCA. "Elite Advisors -With an average AUM of more than $230M, and more than 18 years' experience, CIMA professionals represent the top quartile of the advisor community."

      • University of St. Thomas, Bachelor of Arts in Business Administration.
      • Certified Investment Management Analyst®
      • Chartered Retirement Plans Specialist℠
      • Wealth Advisor
      Custom portfolios
      Retirement Plan consulting
      Business succession
      Investing
      Entrepreneurs
      Philanthropy
      Legacy planning
      Institutional consulting
      444 Cedar Street
      Suite 2200
      St Paul, MN 55101
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      Nicholas Mueller

      Client Associate

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        Nick started with The Mueller Wealth Management Group in 2013. As a Client Service Associate, he is responsible for the administrative tasks for the team. This includes account maintenance, money movement, updates, scheduling, among other things. Like all of us at The Mueller Wealth Management Group, Nick responds to clients with the utmost attention, ensuring timely and effective response to clients' concerns or service related issues. 

              444 Cedar Street
              Suite 2200
              St Paul, MN 55101

            The proof is in our numbers

            $300 million

            Assets under management

            50+

            Collective years of experience

            3 person

            seasoned team


            Our Process

            Our Process

            Investment management

            Investment management

            Retirement Couple

            Retirement readiness

            Backed by the strength of UBS

            A global leader in wealth management

            #1

            For Ultra-High Net Worth clients

            Euromoney Private Banking and Wealth Management Survey, 2016-2022

            $2.8 trillion

            In invested assets globally 
            As of 06/30/2022

            More than 150 years

            offering financial advice

            How can you be more certain in an uncertain market?

            Let's put your plan in place, for today, tomorrow and for generations to come

            You don't have to let market volatility get in the way of your long-term goals. Through the plan we create together, we can help you pursue what matters most.