DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

Bradley John Mueller

Advisor at VALMARK ADVISERS, INC.

Middleton, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:136c8f4e-a232-cc04-6943-8d3c67544238

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 13, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VALMARK ADVISERS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 8, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S63|S65
First exam: May 8, 2001
First registration: May 13, 2009
Dual registered: yes, broker-dealer
Other names: BRAD MUELLER|BRADLEY J MUELLER
IAPD individual key: 2607091

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VALMARK ADVISERS, INC.	Bd affiliated wealth	May 14, 2024	n/a	yes	Middleton, WI	Current employment
WIPFLI HEWINS INVESTMENT ADVISORS LLC	Former SEC adviser	Apr 15, 2013	Jul 3, 2013	no	MADISON, WI\|SAN MATEO, CA	Previous registration
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Mar 27, 2013	Jan 14, 2020	no	MADISON, WI\|MILWAUKEE, WI	Previous registration
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Feb 27, 2012	Feb 25, 2013	no	MIDDLETON, WI\|MINNEAPOLIS, MN	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	May 13, 2009	Feb 27, 2012	no	MIDDLETON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WIPFLI FINANCIAL ADVISORS, LLC	WIPFLI HEWINS INVESTMENT ADVISORS LLC	Jan 14, 2020	Apr 15, 2013	-2,465	Firm change after gap	Other
WIPFLI HEWINS INVESTMENT ADVISORS LLC	VALMARK ADVISERS, INC.	Jul 3, 2013	May 14, 2024	3,968	Firm change after gap	Other
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	WIPFLI FINANCIAL ADVISORS, LLC	Feb 25, 2013	Mar 27, 2013	30	Firm change	Other
CLIFTON GUNDERSON WEALTH ADVISORS	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Feb 27, 2012	Feb 27, 2012	0	Firm change	Other

Relationships

Registered with (5)

→ VALMARK ADVISERS, INC.Registered adviserregistration: current employment
May 14, 2024 to presentfactForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 27, 2013 to Jan 14, 2020factForm ADV
→ WIPFLI HEWINS INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Apr 15, 2013 to Jul 3, 2013factForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 27, 2012 to Feb 25, 2013factForm ADV
→ CLIFTON GUNDERSON WEALTH ADVISORSRegistered adviserregistration: previous registration
May 13, 2009 to Feb 27, 2012factForm ADV

Dated events

No dated event names this entity yet.