Let's move forward. Together.

For your goals. For your future.

Zeeb Mueller Indoors

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Craig Zeeb

    Craig Zeeb

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • IN
    • MA
    • MI
    • MN
    • MO
    • NC
    • NV
    • NY
    • OH
    • OR
    • PA
    • SD
    • TN
    • TX
    • VT
    • WA
    • WI

    Craig began his career in the Financial Services industry in 1995. His professional areas of focus include Portfolio Management, Retirement and Estate Planning Strategies. Having earned the title of Senior Portfolio Manager, Craig has the ability to manage his client's portfolios on a discretionary basis using our Portfolio Managed Program. This program allows him a greater level of investment management flexibility and emphasizes an individually tailored approach to investing.

    Craig enjoys coaching his son on the Prior Lake baseball and basketball teams, playing golf, tennis and spending time with his wife Brenda and their two children, Jackson and Ali.

          8500 Normandale Lake Boulevard
          Suite 210
          Bloomington, MN 55437
          craig.s.zeeb@ubs.com
          Craig Zeeb
          8500 Normandale Lake Boulevard,Bloomington,MN,55437
        • Keith

          Keith Mueller

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • DC
          • FL
          • GA
          • IA
          • IL
          • ME
          • MI
          • MN
          • NC
          • NE
          • NV
          • OH
          • OK
          • OR
          • PA
          • SD
          • TN
          • TX
          • WA
          • WI
          • WY

          Keith has been involved in the financial securities industry since 1986. As a Senior Vice President, Wealth Management, Keith has dedicated his career to providing outstanding service solving complex investment concerns. His area of expertise lies in wealth creation and preservation strategies. 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. Keith achieved the Certified Investment Management Analyst (CIMA®) and the Chartered Retirement Plans Specialist (CRPS®).

          While at the Wharton Executive Education program at the University of Pennsylvania, Keith 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 personal certification.

          Keith attended high school at St. Thomas Academy before enrolling at Creighton University and graduating from the University of St. Thomas where he met his wife, Jennifer. Keith and Jennifer have two children, Nick, and Ellie (Medical Student). Active in the community, Keith and his wife contribute to higher education institutions to foster scholarships, further excellence in the classroom and athletics. Keith lives in Grant, Minnesota. He is a competitive scow sailor and a passionate outdoorsman.

          • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

              80 South 8th Street
              Suite 2900
              Minneapolis, MN 55402
              keith.f.mueller@ubs.com
              Keith Mueller
              80 South 8th Street,Minneapolis,MN,55402
            • Chris Forsberg

              Chris Forsberg, CFP

              Account Vice President

              Financial Advisor

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              • AZ
              • CA
              • CO
              • CT
              • DC
              • FL
              • GA
              • IA
              • IL
              • MI
              • MN
              • NC
              • NE
              • NV
              • OH
              • OK
              • OR
              • PA
              • SD
              • TN
              • TX
              • WA
              • WI

              Chris joined UBS in 2005. He enjoys working with clients to lay out a road map to achieve their financial goals. Prior to becoming a Financial Advisor, Chris was the financial planning specialist in the region, where he put together Financial Goal Analysis plans for high net worth clients across the state.

              Chris earned the advanced designation of CERTIFIED FINANCIAL PLANNER™ by meeting rigorous experience and ethical requirements of the CFP Board, as well as passing the CFP® certification Exam. Chris received his B.A. in financial economics from Gustavus Adolphus College, attending on a music scholarship. He has his Series 7, 66, as well as life and health insurance licenses.

              When he's not working, Chris is an active member of the Minneapolis music community. He plays the fiddle in multiple bands, and has played shows at theaters and festivals all across the country.

                  • CERTIFIED FINANCIAL PLANNER™
                  8500 Normandale Lake Boulevard
                  Suite 210
                  Bloomington, MN 55437
                  chris.forsberg@ubs.com
                  Chris Forsberg, CFP
                  8500 Normandale Lake Boulevard,Bloomington,MN,55437
                • Cheryl Van Liere

                  Cheryl Van Liere

                  Account Vice President

                  Investment Associate

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                  • AZ
                  • FL
                  • MN
                  • NV
                  • WI

                  With more than 25 years of experience in the financial services industry, Cheryl takes pride in developing professional relationships with clients by offering a personalized approach to professional investing. She provides superior client communication, education and service. She attended the University of Minnesota, where she received her Bachelor of Science degree in Economics with a minor in Statistics.

                        8500 Normandale Lake Boulevard
                        Suite 210
                        Bloomington, MN 55437
                        cheryl.a.vanliere@ubs.com
                        Cheryl Van Liere
                        8500 Normandale Lake Boulevard,Bloomington,MN,55437
                      • Rebecca Janisch

                        Rebecca Janisch

                        Senior Wealth Strategy Associate

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                        • AZ
                        • DC
                        • FL
                        • IA
                        • IL
                        • MI
                        • MN
                        • MO
                        • NC
                        • NV
                        • NY
                        • SD
                        • VT
                        • WA
                        • WI

                        Becky has been in the Financial Services industry since 1998. She joined UBS in 2009 after spending 11 years at Smith Barney. As a Senior Wealth Strategy Associate, Becky enjoys developing personal relationships with clients guiding them through the retirement and financial planning process.

                        A native of Bemidji, Minnesota, Becky received her B.S. in Applied Economics from the University of Minnesota. She also holds the Series 7, 63, 65 and 31, as well as Life, Health and Annuity insurance licenses.

                        Becky has 2 grown children, Jacob and Jordan.  She enjoys traveling, golfing, Minnesota sports and fishing on Rainy Lake.

                              8500 Normandale Lake Boulevard
                              Suite 210
                              Bloomington, MN 55437
                              rebecca.janisch@ubs.com
                              Rebecca Janisch
                              8500 Normandale Lake Boulevard,Bloomington,MN,55437
                            • Nick

                              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, scheduling reviews among many other things. Like all of us, Nick responds to clients with the utmost attention, ensuring timely and effective response to clients’ concerns or service-related issues.

                                When not working Nick enjoys his dog, reading, and catching up with friends.

                                      80 South 8th Street
                                      Suite 2900
                                      Minneapolis, MN 55402
                                      nicholas.c.mueller@ubs.com
                                      Nicholas Mueller
                                      80 South 8th Street,Minneapolis,MN,55402

                                    Insights

                                    A focus on personalized access and service

                                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                    Why does A.I. in space matter?

                                    Outlook on interest rates

                                    Tree

                                    UBS and Credit Suisse—stronger than ever

                                    cover art of women's document

                                    Women, wealth and well-being

                                    The challenges women breadwinners face embracing their financial clout

                                    Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

                                    We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

                                    Download the report

                                    A leader in wealth management

                                    Backed by the strength of our parent company, UBS AG

                                    51 countries

                                    Our global footprint

                                    Global leader

                                    UBS is a leading and truly global wealth manager

                                    Financial strength

                                    Driving confidence.
                                    A-  Standard & Poor’s
                                    A  Fitch
                                    A3
                                      Moody’s


                                    UBS AG, long-term senior secured debt rating. As of 03/31/2024