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Michael Moeller

30 Years of Experience
Chesterfield, MO
Broker

Michael Moeller is a registered investment advisor at Wells Fargo Advisors, based in Chesterfield, MO, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

14767 North Outer 40 Rd, Fl 2 Ste 201, Chesterfield, MO, 63017

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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 Activities

Michael owns 99.9% of Moeller Investment Group LLC and dedicates full-time hours to this investment-related activity. He also serves as trustee for Moeller Investment Group 401k, spending minimal time per month on this.

Employment History
Current Registrations
Wells Fargo Advisors
July 2020 - Present · 5 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - July 2020 · 12 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
May 1995 - January 2008 · 12 yrs 8 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.