Building your Financial Future
CitizensFirst Credit Union is pleased to offer members with larger deposits the services of a personal Wealth Advisor through its Wealth Management Division.
“I help members discover and move towards their true life’s goals. I ask a lot of questions in order to make recommendations in their best interest. All of this with a warm, caring approach.”
-Ross
-Ross
From his office located within CitizensFirst Credit Union (Oshkosh), Ross Mueller, CFP®* and LPL Financial Advisor has provided investment advice and strategies for hundreds of CitizensFirst Credit Union members since 1996, and has over 16 years of financial management experience. Ross has helped many CitizensFirst Credit Union members plan and invest in their futures from his office right here within the credit union! Here are just a few of the ways Ross has helped CitizensFirst Credit Union members:
* The CFP® Certification Professional Education Program is a recognized standard of knowledge and competence for the trust and wealth advisory field.
Securities and Insurance Products offered through LPL Financial and its affiliates. Member FINRA/SIPC and a registered Investment Advisor. CitizenFirst Credit Union and CitizensFirst Wealth Management Division are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin, Alabama, Arizona, California, Florida, Illinois, Kentucky, Michigan, Ohio, South Carolina, Texas and Washington.
- Tax-advantaged investing - reducing your tax liability and letting more of your money work for you
- Retirement planning - designing an investment strategy to help you meet all of your retirement goals
- Annual portfolio review - reviewing your current holdings and helping you make any necessary changes or adjustments
- Mutual funds
- Advance and Protect Strategies. Taking advantage of “Advances” in market prices while “Protecting” gains from precipitous declines.
- Offering variable and fixed annuities
Meet Ross:
“I am married with two children. Yes, two boys and our house is still standing! I enjoy spending time with family and friends, hunting and fishing, racing ATVs, golf, and archery.” Ross is involved in various leadership roles for a variety of non-profit organizations and youth sports. He has also served as an annual speaker for the UW-Oshkosh Economics program.
To meet Ross in person, call or email or stop in to meet him at his office in Universal Street CitizensFirst location in Oshkosh!
Ross A. Mueller, CFP®
LPL Wealth Advisor
Direct: 920-230-3054
Toll free: 800-448-9228 ext. 3054
Fax: 920-235-0229
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
For more information about Wealth Management Services and LPL Financial, click here.
“I am married with two children. Yes, two boys and our house is still standing! I enjoy spending time with family and friends, hunting and fishing, racing ATVs, golf, and archery.” Ross is involved in various leadership roles for a variety of non-profit organizations and youth sports. He has also served as an annual speaker for the UW-Oshkosh Economics program.
To meet Ross in person, call or email or stop in to meet him at his office in Universal Street CitizensFirst location in Oshkosh!
Ross A. Mueller, CFP®
LPL Wealth Advisor
Direct: 920-230-3054
Toll free: 800-448-9228 ext. 3054
Fax: 920-235-0229
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
For more information about Wealth Management Services and LPL Financial, click here.
Not NCUA Insured No Credit Union Guarantee May Lose Value
Securities and Insurance Products offered through LPL Financial and its affiliates. Member FINRA/SIPC and a registered Investment Advisor. CitizenFirst Credit Union and CitizensFirst Wealth Management Division are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Wisconsin, Alabama, Arizona, California, Florida, Illinois, Kentucky, Michigan, Ohio, South Carolina, Texas and Washington.