CONTACT Kate

Kate Mueller

CLIENT SERVICES ASSOCIATE

Kate Mueller has fully embraced the team structure at Flourish Wealth Management that is focused on delivering personalized client relationships. She enjoys the opportunity to meet with clients and colleagues while working as a team to support the long-term success of the clients. Kate is originally from Chamberlain, South Dakota, and moved to the Twin Cities after completing her degree at the University of Nebraska, Lincoln.

Kate has developed a broad array of skills that will support the Flourish team through previous positions in the financial services industry, all of which had an emphasis on client services. She is always looking for opportunities to learn more about the industry and has actively pursued certifications to support her ability to help clients.

As the first person to join Flourish during the Coronavirus, Kate has mastered the art of working from home and building successful remote connections. She is passionate about getting to know clients, working with the team to provide a positive service experience, and consistently exceeding service expectations.

Kate has been active in the community both in South Dakota and Bloomington. She has participated in the Relay for Life South Dakota, raising money to support cancer research while also raising awareness about the disease. In Bloomington Kate has been an active volunteer at her local food shelter, VEAP, striving to support the less fortunate members of our community. While completing her degree in Business Administration in college she also continued her life-long passion for swimming at the club level.

In her free time Kate enjoys hiking, exploring local lakes for walks, spending time with friends and family, plus finding time for her Peloton. 

Kate is originally from Chamberlain, South Dakota, before moving to Minnesota. She lives in Bloomington.


Education & Certifications

  • BS in Business Administration from the University of Nebraska-Lincoln

Work Experience

  • TD Ameritrade
  • Scottrade
  • Regency Management
  • Mueller-Geddes Partnership

Community Involvement

  • Volunteers to Assist People (VEAP) – Bloomington
  • Relay for Life – South Dakota 

Due to COVID-19, we have begun taking client meetings via Zoom. Please see our instructions below on how to use Zoom and what you can do to protect your privacy while using this technology.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
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