Wayne Muehler, CFP®, AIF®

Wayne Muehler, CFP®, AIF®

Wayne Muehler

Education:

  • Bismarck State College
  • University of Minnesota

Family:

  • Wife – Marilyn
  • Daughter – Heather and Jennifer
  • Sons – Michael

Services:

  • Estate Planning Strategies
  • IRA Planning – Traditional, Roth and 401(k)
  • Lump Sum Distributions
  • Retirement Plans
  • Employee Retirement Programs
  • Life Insurance Planning
  • Long Term Care Insurance Planning

Professional Credentials:

  • Series 7, 63 and 24 registrations *
  • Series 65 registration **
  • Life & Health Insurance license
  • 1980 – Lincoln National Life
  • 1982 – Self-employed Broker
  • 1985 – 2017 – Investment Centers of America, Inc.
  • 2017 – Present – LPL Financial
  • 1989 – Received CFP® certification
  • 2013 – Received AIF® designation

  • Registrations are held through LPL Financial

** Registrations are held through LPL Financial and Goss Advisors

Special Benefits:

You will find that Wayne takes the time necessary to help his clients understand the principles of investing and risk management so they can make better choices. Wayne has been serving his clients’ financial needs since 1985 and has the experience and knowledge needed to provide strategies that meet your needs.

Continuing Education:

As a committed professional with your interests at heart, Wayne Muehler regularly attends professional seminars and meetings on financial planning, investments, market outlook, and ever-changing investment products and strategies. His CERTIFIED FINANCIAL PLANNER™ certification and ACCREDITED INVESTMENT FIDUCIARY® designations, along with his life and health insurance licenses and various securities registrations, all mandate a regimen of continuing education. Wayne’s commitment to professionalism and integrity show his drive to be a knowledgeable resource to his clients advice.