Moser & Heier Financial Solutions

Moser & Heier Financial Solutions (CRD# 123726) is a financial advisory firm headquartered in Lisle, IL. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • 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)
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.

IL, LA, TX

Financial Advisors at Moser & Heier Financial Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Connie L. Heier
CRD#: 4428370
901 Warrenville Road, Suite 205, Lisle, IL 60532
96
Wealthminder
score

Connie Heier (CRD# 4428370) is an Investment Advisor Representative working at Moser & Heier Financial Solutions in Lisle, IL and has over 15 years of experience in the finance industry. Connie Heier 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.

2
Barbara J. Moser
CRD#: 3129231
901 Warrenville Road, Suite 205, Lisle, IL 60532
96
Wealthminder
score

Barbara Moser (CRD# 3129231) is an Investment Advisor Representative working at Moser & Heier Financial Solutions in Lisle, IL and has over 18 years of experience in the finance industry. Barbara Moser 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.