Bryan Mullin
Managing Member at
Palm View Investments LLC
Years of Experience
30 years
Number of Clients
0
Average Client Size
$500,000
Member Since
2026
Clientele
I work best with clients who value independent thinking, want to understand how their strategy actually works, and are looking for an advisor they can trust more than AI or a large financial institution.
Services Provided
Tax Planning
Advice-Only Financial Planning
Investment Management
Retirement Planning
Specialties and Expertise
Credentials and Designations
Chartered Financial Analyst®
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Master of Business Administration
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Security Industry Essentials®
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Pricing Models
Education
University of Minnesota, Twin Cities
MBA Finance
Obtained in 2003
University of Minnesota, Twin Cities
B.S. Economics
Obtained in 1998
Previous Work Experience
RBC Capital Markets LLC
Head of Alternatives & Funds
2016 - 2022
Jeffrey Slocum & Associates Inc
Principal
2003 - 2016
Benson-Quinn Commodities / ADM
Trading Floor Associate
1998 - 2001
Advisor Links
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