Dan Mueller Email & Phone Number
Senior Financial Planner @ Ethos Financial Group, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Mueller Location
- Phoenixville, PA, US
Dan Mueller Work
- Senior Financial Planner @ (May 2025 - Present)
- Founder @ (February 2025 - Present)
- Consultant, Financial Planning @ Osaic (May 2024 - April 2025)
- Consultant, Financial Planning @ (August 2022 - May 2024)
- Financial Planning Specialist @ (November 2020 - August 2022)
- Client Support Specialist @ (May 2019 - October 2020)
- Financial Services Representative @ (August 2018 - May 2019)
- Patient Record Management @ (May 2017 - August 2018)
Dan Mueller Education
- The American College of Financial Services
Financial Planning Certification
2019-2020 - Commonwealth University-Bloomsburg
Bachelor’s Degree (Finance, Personal Financial Planning)
2014-2018
Dan Mueller Skills
- Analytical Skills
- Attention to Detail
- Blockchain Technologies
- Certified Financial Planner
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Data Entry
- Day Trading
- ETFs
- Estate Planning
- Fiduciary
- Financial Analysis
- Financial Forecasting
- Financial Planning
- Financial Planning Software
- Financial Reporting
- Holistic Financial Planning
- Independent Financial Advice
- Investment Management
- Investment Strategies
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Organizational Leadership
- Private Wealth Management
Dan Mueller Summary
- Dan Mueller, based in Phoenixville, PA, US, is currently a Senior Financial Planner at Ethos Financial Group, LLC. Dan Mueller brings experience from previous roles at Foundry Planning, Osaic, Lincoln Financial Group and eMoney Advisor. Dan Mueller holds a 2019 - 2020 Financial Planning Certification @ The American College of Financial Services. With a robust skill set that includes Analytical Skills, Attention to Detail, Blockchain Technologies, Certified Financial Planner, Communication and more. Dan Mueller has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Dan Mueller?
Find contact details for 700 million professionals.
Others Named Dan Mueller
Dan Mueller
Chief Development Officer (CDO)
Milwaukee, WI, US
Dan Mueller
Director of Government Sales
Ocean Springs, MS, US
Dan Mueller
Director of Strategic Procurement
League City, TX, US
Dan Mueller
VP Core Software Development
Draper, UT, US
Dan Mueller
Director of Communications
San Antonio, TX, US
Dan Mueller
Managing Partner - Tax Businesses and Service Lines
Chicago, IL, US
Dan Mueller
Director of Business Applications
Broomfield, CO, US
Dan Mueller
Senior Vice President Tax
Columbus, OH, US
Top Ethos Financial Group, LLC Employees
James Judge
Co-Founder and President
Wayne, PA, US
Dan Guy
Co-Founder and Managing Partner
Philadelphia, PA, US
Peter Cazamias
Senior Financial Advisor
Austin, TX, US
Michael Dunlap
Senior Wealth Management Associate
Philadelphia, PA, US
Dan Mueller
Senior Financial Planner
Phoenixville, PA, US
Lex Nikpour
Co-Founder and Partner
Wayne, PA, US
Alan Gottlob
Senior Vice President
Cherry Hill, NJ, US
Bridget Galen
Senior Client Service Associate
King of Prussia, PA, US
James Gonnason
Financial Planner
Philadelphia, PA, US
Kaeleigh Dequevedo
Senior Advisor Operations Associate
Philadelphia, PA, US
Jack Costello
Financial Advisor Associate
Wayne, PA, US
Matthew McClendon
Senior Investment Director
Berwyn, PA, US
John Santini
Senior Financial Advisor
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co