Michael Moller, financial advisor Ankeny IA
93 score

Michael Moller

CRD Number: 1157546
Current Firm: Change Path LLC

Michael Moller (CRD# 1157546) is an Investment Advisor Representative working at Change Path LLC in Ankeny, IA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Change Path LLC Leawood, KS Sep 2017 - Current < 1
Dsm Financial Urbandale, IA Aug 2016 - Current 1
Summit Brokerage Services, Inc. Urbandale, IA Sep 2016 - Aug 2017 < 1
Summit Financial Group Inc. Urbandale, IA Sep 2016 - Aug 2017 < 1
Vsr Financial Services, Inc. Overland Park, KS Apr 2009 - Sep 2016 7
Vsr Advisory Services Overland Park, KS Apr 2009 - Sep 2016 7
Nfp Securities, Inc. Austin, TX Jul 2004 - Apr 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S65 NASAA Investment Advisors Law Examination Jan 2004
Contact Info for Michael C. Moller
Phone Number: (888) 798-2360
Firm Website: https://changepath.com
Registered State(s):
  • IA
  • KS
  • MN
  • MO
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $152,381
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, IA, ID, IN, KS, LA, MA, MN, MO, MS, MT, NC, NE, NH, NJ, OH, OR, SC, SD, TX, WA

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

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