Chad Mueller Email & Phone Number
Vice President of Wealth Management @ LPL Financial
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Chad Mueller Location
- Madison, WI, US
Chad Mueller Work
- Vice President of Wealth Management @ (January 2026 - Present)
- National Sales Director - CBSI, Select Markets and Advanced Planning @ (January 2014 - February 2026)
- Head of Annuity Sales @ (January 2014 - January 2026)
- Vice President - Regional Director @ (August 2011 - January 2014)
- Regional Director @ (May 2009 - August 2012)
- Consumer Sales @ (November 2004 - May 2009)
- Marketing @ (September 2001 - October 2004)
Chad Mueller Education
- University of Wisconsin-Stevens Point
Bachelor of Science - BS (Political Science, Business Administration)
Chad Mueller Skills
- 401(k) Retirement Savings Plans
- 401k
- Coaching
- Cross-functional Team Leadership
- Direct Sales
- Disability Insurance
- Estate Planning
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Indexed Annuities
- Insurance
- Investments
- Leadership Development
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Mentoring
- Multi-generational Wealth Transfer
- Mutual Funds
- Organizational Leadership
- Product Development
- Product Marketing
- Public Speaking
- Retirement
- Retirement Planning
- Sales Management
- Sales Operations
- Series 24
- Series 6
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Strategic Growth
- Strategic Vision
- Term Life Insurance
- Variable Annuities
- Wealth Accumulation
- Wealth Preservation Planning
- Wholesale
- Wholesaling
Chad Mueller Summary
- Chad Mueller, based in Madison, WI, US, is currently a Vice President of Wealth Management at Summit Financial Advisors - LPL Financial. Chad Mueller brings experience from previous roles at TruStage. Chad Mueller holds a Bachelor of Science - BS in Political Science, Business Administration @ University of Wisconsin-Stevens Point. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, Coaching, Cross-functional Team Leadership, Direct Sales and more. Chad Mueller has 1 emails and 2 mobile phone numbers on RocketReach.
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