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Troy Moser

25 Years of Experience
Woodbury, MN
Broker

Troy Moser is a registered investment advisor at Wells Fargo Advisors, based in Woodbury, MN, with 25 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

1625 Radio Drive Suite 200, [Satellite], Woodbury, MN, 55125

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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

Troy owns 100% of Moser Wealth Management LLC, an investment-related business. This is a full-time commitment for Troy.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2023 - Present · 3 yrs 3 mos
Wells Fargo Advisors
April 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - April 2023 · 12 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2011 - April 2023 · 12 yrs 3 mos
Wells Fargo Investments, LLC
March 2003 - January 2011 · 7 yrs 10 mos
Wells Fargo Brokerage Services, L.L.C.Broker
January 2001 - August 2002 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
September 2000 - December 2000 · 3 mos
State Registrations16 states
AZCACOFLGAINKYMNNDNYOHORPATXWIWY
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.