Wells Fargo Advisors
27yrs
Top 21% by experience in South Carolina
31yrs
Karl Kilpatrick Mueller
Financial advisor at First Citizens Investor Services
At a glance
Experience31 years (since 1995)
How that compares ?Top advisor by experience in Cayce
Office860 Knox Abbott Drive, Cayce, SC 29033
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through First Citizens Investor Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowFirst Citizens Investor Services, Inc.Current firm
- Jan 2026 – nowFirst Citizens Asset Management, Inc.Current
- 2003 – 2006Scott & Stringfellow, LLCPreviously
Questions to ask Karl
Tailored to Karl’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Karl
How do I contact Karl?
Call First Citizens Investor Services at 800-229-0205 and ask for Karl Kilpatrick Mueller. Karl works from the Cayce, SC office.
How long has Karl been a financial advisor?
Karl has been in the industry since 1995, about 31 years. Top advisor by experience in Cayce.
What licenses does Karl hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Karl a fiduciary?
Karl is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Karl paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Karl for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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