Kevin Moeller (CRD# 2225427) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Spring Hill, TN and has over 31 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ausdal Financial Partners, Inc. | Davenport, IA | Sep 2023 - Current | < 1 |
| Pregnancy Centers Of Middle Tn | Columbia, TN | Aug 2021 - Sep 2023 | 2 |
| Allstate Insurance Co | Spring Hill, TN | Jul 2019 - Sep 2023 | 4 |
| Next Financial Group, Inc. | Houston, TX | Aug 2016 - Aug 2019 | 3 |
| Community First Investment Services Group | Columbia, TN | Jan 2008 - Aug 2016 | 8 |
| Vsr Advisory Services | Overland Park, KS | Apr 2008 - Jul 2016 | 8 |
| Vsr Financial Services, Inc. | Overland Park, KS | Jan 2008 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- TN
-
Total Assets Under Management1,534MILLIONS
-
Total Number of Accounts8,079ACCOUNTS
-
Average Account Value$189,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.