John Moller, financial advisor Northfield IL

John Moller

CRD Number: 2238976
Current Firm: Moller Wealth Partners

John Moller (CRD# 2238976) is an Investment Advisor Representative working at Moller Wealth Partners in Northfield, IL and has over 31 years of experience in the finance industry. John Moller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Moller Financial Services Northfield, IL May 2018 - Current 5
Moller Financial Services Northfield, IL Sep 1991 - May 2018 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1992
Contact Info for John M. Moller
Phone Number: 847-441-7575
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    565
    MILLIONS
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $474,289
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, IL, IN, LA, TX, WA, WI

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