Moller Financial Services

Moller Financial Services (CRD# 110493) is a financial advisory firm headquartered in Northfield, IL. They manage $332,556,801 in 967 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    967
    ACCOUNTS
  • Average Account Value
    $343,906
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Moller Financial Services
Showing 1 - 3 of 3 top financial advisors.
1
John B. Nowak
CRD#: 5437795
One Northfield Plaza, Suite 200, Northfield, IL 60093
103
Wealthminder
score

John Nowak is a Financial Planner at Moller Financial Services who helps clients organize and manage their finances, important goals, and possible risks. Moller Financial strives to build positive long-term relationships by following a disciplined investment strategy, communicating with clients, updating the plan, and looking for strategic opportunities to grow and protect our clients’ wealth.  

Most clients live in the Chicago area, have investments (including retirement plans and savings) worth $500,000 - $5,000,000 and value the confidence in working with an experienced professional who looks out for their best interests.

2
Nathan L. Eads
CRD#: 3161485
One Northfield Plaza, Suite 200, Northfield, IL 60093
96
Wealthminder
score

Nathan Eads (CRD# 3161485) is an Investment Advisor Representative working at Moller Financial Services in Northfield, IL and has over 17 years of experience in the finance industry. Nathan Eads 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.

3
John M. Moller
CRD#: 2238976
One Northfield Plaza, Suite 200, Northfield, IL 60093
96
Wealthminder
score

John Moller (CRD# 2238976) is an Investment Advisor Representative working at Moller Financial Services in Northfield, IL and has over 24 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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