Anthony Moeller (CRD# 1759361) is an Investment Advisor Representative working at Mn Wealth Advisors, LLC in Overland Park, KS and has over 36 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mn Wealth Advisors, LLC | Overland Park, KS | Feb 2023 - Current | 1 |
| Marksnelson, LLC | Overland Park, KS | Feb 2023 - Current | 1 |
| Integrity Advisory, LLC | Overland Park, KS | Mar 2005 - Nov 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- KS
- TX
-
Total Assets Under Management290MILLIONS
-
Total Number of Accounts1,079ACCOUNTS
-
Average Account Value$268,742
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, KS, MO, NE, TN, TX
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