Michael Moller, financial advisor Urbandale IA

Michael Moller

CRD Number: 1157546
Current Firm: Dsm Financial LLC

Michael Moller (CRD# 1157546) is an Investment Advisor Representative working at Dsm Financial LLC in Urbandale, IA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Dsm Financial LLC Urbandale, IA Jul 2019 - Current 4
Dsm Financial LLC Urbandale, IA Apr 2004 - Current 20
Michael C. Moller, Sole Proprietor Urbandale, IA Sep 1984 - Current 39
Change Path LLC Leawood, KS Sep 2017 - Jul 2019 1
Summit Brokerage Services, Inc. Urbandale, IA Sep 2016 - Sep 2017 1
Summit Financial Group Inc. Urbandale, IA Sep 2016 - Sep 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
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: 515-331-1717
Registered State(s):
  • IA
  • KS
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

IA, KS

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