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Kevin Moeller

Ausdal Financial Partners, INC.
29 Years of Experience
Spring Hill, TN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Moeller is a ChFC-designated registered investment advisor at Ausdal Financial Partners, INC., based in Spring Hill, TN, with 29 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Ausdal Financial Partners, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Spring Hill, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin is an insurance agent, dedicating a few hours per week to servicing existing contracts and selling new ones. He also serves as treasurer for Our Best Story, a leadership/discipleship organization, spending minimal time on bookkeeping and budgeting.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
October 2023 - Present · 3 yrs
Ausdal Financial Partners, INC.Broker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Allstate Financial Advisors, LLC
August 2019 - October 2023 · 4 yrs 2 mos
Allstate Financial Services, LLCBroker
August 2019 - October 2023 · 4 yrs 2 mos
Next Financial Group, INC.Broker
August 2016 - August 2019 · 3 yrs
Next Financial Group, INC.
August 2016 - August 2019 · 3 yrs
Vsr Advisory Services
April 2008 - July 2016 · 8 yrs 3 mos
Vsr Financial Services, INC.Broker
March 2008 - July 2016 · 8 yrs 4 mos
American Express Financial Advisors, INC.
January 1999 - April 2003 · 4 yrs 3 mos
Ids Life Insurance CompanyBroker
December 1993 - April 2003 · 9 yrs 4 mos
American Express Financial Advisors INC.Broker
December 1993 - April 2003 · 9 yrs 4 mos
Invest Financial CorporationBroker
June 1993 - December 1993 · 6 mos
Lehman Brothers INC.Broker
April 1992 - July 1993 · 1 yr 3 mos
State Registrations6 states
ARFLGAIATNWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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