Bill Mullenmeister - Portfolio Manager/Owner

Portfolio Manager/Owner

Bill Mullenmeister has been involved in personal financial planning, retirement planning and wealth Management for over 14 years.  Bill spent those years both nationally and locally with Fidelity Investments, the world's largest privately held money manager.  As a Vice President and Senior Account Executive, Bill worked with the Private Client Group for nearly eight years.  Bill assisted high net worth clients in generating retirement plans, building investment portfolios consistent with the client’s personal situations, and with Estate Planning concepts. Ultimately, he would recommend solutions to clients and help them with the implementation and monitoring of the plan.
Bill graduated cum laude from St. Cloud State University in 1991 with a B.A. in Business Management and Finance and a minor in Speech Communications. While working for Fidelity, Bill completed his graduate degree from the University of Dallas in 2004 with an M.B.A. in Financial Services.  Bill has also completed all of his coursework to make him eligible to sit for the Certified Financial Planner (CFP) Board exam at a future date.  Bill holds the Series 7, 63 and 66 registrations, as well as state insurance licenses.  Prior to working with Fidelity, Bill gained several years of experience by working for two Fortune 500 companies: Hormel Foods and Frito-Lay, a division of PepsiCo.
Bill became an independent advisor representative to better align his fiduciary responsibilities with clients and reduce conflicts of interest. This position allows him to provide a more customized, comprehensive, objective and flexible approach in planning with clients, as well as an opportunity to develop more in-depth relationships.  As an independent advisor, Bill believes that he is able to help clients in a proactive manner and employ strategies to help both advance and protect their portfolios. Bill is excited by the ongoing personal and professional growth that he gains in this position.
Bill and his wife Angie spend their leisure time with their five children.  Bill's hobbies include playing, attending and watching sports of all kinds; traveling; reading; and spending time with family and friends.  He enjoys Arizona and all it has to offer, and continues to learn about and explore new areas within the state each year.  Bill and his family live in the Cave Creek community, and he has an active role on the Cactus Foothills South Little League Baseball Board.

Phone 480.334.2267
Fax 480.502.9121