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Bill Mullen, CFP®, MBA

Coaching Peace of Mind Investing

Sowell Management Services

Park City

UT

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Sowell Management Services 4 months, 3 weeks Mar 2019 - Present
Tricor Financial LLC 10 months May 2009 - Mar 2010
Mullennium Finance LLC 12 years Jul 2007 - Present

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by William Mullen

What is Your Investment Philosophy?
Published 2015-04-30 09:38:05
IRA Rollovers have a new Rule for 2015
Published 2015-04-23 11:04:24
Last Friday's Panic i.e. Friday April 17, 2015
Published 2015-04-20 11:42:30
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What is the best career move to make financially? (I have 2 options)?
    First, shoot for the moon go with the startup after you do due diligence but realize that most startups fail.Second, do you have sufficient savings to last 6 months if the venture fails?Third, ,and most important, there will always be office politics unless you run your own company SOLO with no em...  (more)
    Answered Oct 2015
    What does it mean when they say a specific retirement will add additional years of work? Compared to doing what?
    The reference to "an additional 12 years" probably means that the assumptions that the 403b is using to calculate the future value of the fund is based on your wife working 12 more years and continuing to contribute to the plan....  (more)
    Answered Apr 2015
    Can I receive survivor benefits? Or does my income negate benefits I might receive?
    Mr. Tucker is incorrect. If you apply prior to your Full Retirement Age, the Social Security Administration will award you the higher of the two benefits to which you are entitled. You do not have a choice. If you apply at or after your FRA, you get to make the choice. Further, if you apply prior t...  (more)
    Answered Aug 2015
    I want to withdraw the money in my account?
    You do not mention the kind of account that has $243 in it. Probably not a 401k as those are usually closed if there is less than $5,000 in the account.I agree with the previous answers suggesting you call the phone # on the statement and state that you wish the money be sent to you. You should ask...  (more)
    Answered Apr 2015
    How do I find out if my 401k / Profit sharing Plan is still active with a previous or former employer.
    Here is another place to look to trace your old 401k and pension plan.Most plans are required to file an annual "Form 5500" with the U.S. Government. You can search these 5500's for the name of your former employer at free websites like www.freeERISA.com. If you can find a Form 5500 on an old plan, ...  (more)
    Answered Apr 2015
    How do I check the status of a 401k if I am a named beneficiary?
    A 401k will typically be used to pay off bills and debt after the death of the account holder. In fact, most situations will mandate the repayment of debt and bills before a beneficiary can collect any money from the account. If the account passes on to the deceased's heirs-at-law, it is not part of...  (more)
    Answered May 2015
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        1
      • as of date
        May 6, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        1
      • as of date
        May 6, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on May 8, 2019
        • $16.5M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 75
          number of clients
        • $220.0K
          Estimated Average Account Balance Per Client

      Sowell Management Services

      Last updated on June 25, 2019
        • $2.0B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 9K
          Accounts
        • $207.2K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements