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FINANCIAL
SERVICES
Kenneth
J. Mueller, CPA, Cr.FA, CFC, FCPA is affiliated with Accounting
Alliance for Small Business, P.A. and has an association with Wealth
Management, LLC, a Nebraska LLC, Registered Investment Advisor.
He has been licensed through the National
Association of Securities Dealers (NASD) since December 7, 1995 with a series 7,
full sales representative, license.
He has also been life, health, and variable annuity licensed
by the state of Florida Department of Insurance since February 9,
1996. Through his many years of experience in the financial
planning, estate planning, and taxation area’s, he can assist his
clients in various areas from portfolio review through retirement
planning. He is appointed by various insurance companies to sell their
products and provides investment services through his registered
investment advisor firm,
Wealth Management, LLC, a Nebraska LLC, Registered Investment
Advisor.
Wealth Management, LLC is registered under the laws of the state of Florida.
As an Investment Advisor, we offer a
full range of investment services and opportunities including:
- Banking Services
- Municipal Securities
- Corporate Bonds
- Government
Securities
- Mutual Funds
- Annuities
- Insurance
- Private Placements
- Unit Investment
Trusts
- Individual
Retirement Accounts (IRA’s)
- Self Employed
Retirement Accounts
- Pension and Profit
Sharing Plans
- Market Research
- Proprietary
Investment Strategies
- Professional Asset
Management
I am a Wealth Manager and CPA Who Uses Passive Asset Class
Management
I am an Investment Advisor Representative associated with an
independent, fee-only, extensive investment advisory firm that
specializes in managing portfolios structured around tax-efficient
passive asset class investment strategies supported by a Nobel Prize
Winning investment philosophy.
In addition to our fee-only structure, being a Certified Public
Accountant puts me in the enviable position of being able to fully
consider the tax ramifications of every investment decision.
As a result, estate and tax planning don't become an afterthought to
the financial planning process; they become an integral part of it.
I am an Investment Advisor Representative with a Fiduciary
Role
As an Investment Advisor Representative associated with a Registered
Investment Advisor firm (Wealth Management, LLC), Federal and State
Law requires that I am held to a Fiduciary Standard. This law
requires that an investment advisor representative act solely in the
best interest of the client, even if that interest is in conflict
with the advisor representative's financial interest.
TD AMERITRADE, Inc. is one of the firms used by Wealth Management,
LLC to hold custody of clients assets. TD AMERITRADE and
Wealth Management, LLC are separate and unaffiliated firms, and are
not responsible for each other's services or policies. TD
AMERITRADE does not endorse or recommend any advisor and the use of
the TD AMERITRADE logo does not represent the endorsement or
recommendation of any advisor. TD AMERITRADE Institutional,
Division of TD AMERITRADE, INC., is a member of FINRA/SIPC. TD
AMERITRADE is a trademark jointly owned by TD AMERITRADE IP Company,
Inc. and The Toronto-Dominion Bank. Used with permission.
While Accounting Alliance for Small Business, P.A. is a Certified
Public Accountancy Corporation, licensed in Florida and regulated by
the Florida Department of Business & Professional Regulation (DBPR),
Division of Certified Public Accounting, the services you may
receive from affiliates are not provided by a licensed CPA firm and
are not regulated by the same regulatory division. There may
be overlapping services with the CPA firm, therefore, if you are
uncertain which entity is providing any services, you should ask for
clarification from the individual providing such service.
Learn more about our services as you navigate through the links
below and the list on
the left side of the screen.
Annuities
Employee Benefit
Administration
Financial Planning
Insurance
Investments
Mutual Funds
Retirement Planning
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