Brad Mueller Email & Phone Number
Managing Principal @ Monarch Insurance Partners
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Brad Mueller Location
- Madison, WI, US
Brad Mueller Work
- 2020 -now Managing Principal @
- 2020 -now Managing Director @
- 2018 -2020 Principal @
- 2013 -2018 Principal @ Hewins Financial Advisors & Wipfli Hewins Investment Advisors
- 2012 -2013 Principal @ CliftonLarsonAllen Wealth Advisors
- 2006 -2013 Principal @
- 2009 -2011 President @ Clifton Gunderson Wealth Advisors
- 2006 -2009 Executive Vice President @ Clifton Gunderson Wealth Advisors
- 2002 -2006 Vice President, Insurance Services @ Clifton Gunderson Wealth Management
- 2000 -2002 Vice President, Retirement and Insurance Services @ Capital Professional Advisors
Brad Mueller Education
- The American College
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
1999-2001 - Concordia College
Bachelor of Arts - BA (Economics and Political Science)
1984-1988
Brad Mueller Skills
- Life Insurance
- Financial Planning
- Estate Planning
- Wealth
- Insurance
- Investments
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Tax
- Financial Planners
- Investment Advisory
- Asset Management
- Retirement
- Asset Allocation
- Employee Benefits
- Financial Analysis
- Mergers & Acquisitions
- Due Diligence
- Portfolio Management
- Microsoft Office
- Mergers and Acquisitions
- Marketing
- Leadership
Brad Mueller Summary
- Brad Mueller, based in Madison, WI, US, is currently a Managing Principal at Monarch Insurance Partners. Brad Mueller brings experience from previous roles at Long Road Risk Management Services, Wipfli Financial Advisors, Hewins Financial Advisors & Wipfli Hewins Investment Advisors and CliftonLarsonAllen Wealth Advisors. Brad Mueller holds a 1999 - 2001 Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) @ The American College. With a robust skill set that includes Life Insurance, Financial Planning, Estate Planning, Wealth, Insurance and more. Brad Mueller has 2 emails and 2 mobile phone numbers on RocketReach.
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