Brian Mueller

Tel: (888) 752-6742
1885 St. James Place
Suite 1340
Houston, TX 77056
Edelman Financial Services, LLC | Financial Advisor in Houston ,TX

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.

12 Years of Experience



General Information

Firm Start Year:   1987
Name of Broker/Dealer:   EF Legacy Securities, LLC
Name of Custodial Firm:   TD Ameritrade PCS Fidelity Pershing Fund Direct Mid-Atlantic Versight

Firm Information

Firm's Number of Clients:   36,525
Assets Managed by Firm:   $21,676,206,852


Compensation and Fees

Fee Structure:   I am a fee-based financial professional
Compensation Methods:   Based on Assets, Commissions, Flat Fee



Faqs


Disclosures

Advisory services offered through Edelman Financial Services, LLC. Securities offered through EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.

1WealthManagement.com's "Top 100 RIAs of 2015" ranking was assembled using data from Meridian- IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Investor experience/returns were not considered as part of this ranking. Edelman Financial Services ranked 3rd.

2As of March 31, 2018

3Throughout the firm's 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards.

Brian Mueller

Brian Mueller

CERTIFIED FINANCIAL PLANNER™


Formal Education:
Bachelor of Science in Computer Engineering, Texas A&M University

Business Background:
Brian Mueller has been an investment advisor for 12 years, and has been with Edelman Financial Services since 2016.

Employment History:
2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients.
2007–2016: Financial Consultant at Fidelity Investments. Provided financial advice to clients.

Professional Designation(s):
CERTIFIED FINANCIAL PLANNER™

Other EFS Planners


Edward  Rossi

Edward Rossi


CERTIFIED FINANCIAL PLANNER™

Formal Education:
Bachelor of Business Administration in Finance, University of Houston
Associate of Arts in Business Administration, Lone Star College (formerly North Harris Community College)

Business Background:
Ed Rossi has been an investment advisor for 20 years, and has been with Edelman Financial Services since 2016.

Employment History:
2016–Present: Associate Director of Financial Planning for Edelman Financial Service ...more

Alex Shurin

Alex Shurin


CERTIFIED FINANCIAL PLANNER™

Formal Education:
Bachelor of Business Administration in Finance, University of Houston

Business Background:
Alex Shurin has been an investment advisor for 13 years, and has been with Edelman Financial Services since 2016.

Recent Employment History:
2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients.
2008–2016: Financial Consultant at Charles Schwab. ...more

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