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Adam Jon Moeller

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4600 S. Syracuse Street, 9th Fl., Denver, CO, 80237

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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

Adam is an independent insurance agent with AJM Financial LLC, selling various insurance products including fixed annuities, life insurance, long-term care, and health insurance. This takes about 10-20% of his time.

Employment History
Current Registrations
Encompass More Asset Management LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Foundations Investment Advisors LLC
November 2017 - May 2023 · 5 yrs 6 mos
Wealth Watch Advisors, LLC
July 2016 - November 2017 · 1 yr 4 mos
Regal Investment Advisors LLC
September 2013 - August 2014 · 11 mos
Foresters Equity Services, INC.
December 2010 - December 2011 · 1 yr
AXA Advisors, LLC
October 2004 - November 2009 · 5 yrs 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Adam Jon Moeller - Financial Advisor | TrueAdvisor