Michael Moshier, financial advisor Minnetonka MN
93 score

Michael Moshier

CRD Number: 5349058
Current Firm: One Life Financial Group, Inc.

Michael Moshier (CRD# 5349058) is an Investment Advisor Representative working at One Life Financial Group, Inc. in Minnetonka, MN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
One Life Financial Group, Inc. Minnetonka, MN Dec 2015 - Current 1
Cetera Advisor Networks El Segundo, CA Jan 2013 - Dec 2015 2
Advisornet Wealth Management Minneapolis, MN Aug 2001 - Dec 2015 14
Financial Network El Segundo, CA Jan 2011 - Dec 2012 1
Unemployed Richfield, MN Nov 2010 - Dec 2010 < 1
Focus Financial Roseville, MN Dec 2009 - Oct 2010 < 1
Royal Alliance Associates, Inc. Roseville, MN Sep 2009 - Oct 2010 1
Edward Jones Mortgage, LLC Minneapolis, MN Dec 2007 - Sep 2009 1
Incentive Services Eden Prairie, MN Oct 2007 - Nov 2007 < 1
Summit Mortgage Plymouth, MN May 2007 - Sep 2007 < 1
Marshall Bank First Minneapolis, MN May 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Michael J. Moshier
Phone Number: 612-239-8509
Registered State(s):
  • MN
Current Firm Details
One Life Financial Group, Inc.
Firm's CRD Number: 281792
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MN, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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