Advisor at Edward Jones
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Little Falls, MN 56345
Credentials
Series 66
Industry experience
17 years
Edward Jones
2016 - Present (10 years)
Ameriprise Financial Services inc
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Little Falls, MN
Edward Jones
Series 66
Little Falls, MN
Fidelity
Mike Moshier is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He works closely with clients to help them achieve simplicity, clarity, and confidence in their financial lives by leveraging his extensive experience and the resources available at Fidelity. Mike's professional background includes roles as an Investment Consultant at Fidelity Investments from 2016 to 2019 and as a Financial Advisor at One Life Financial Group, Inc. from 2012 to 2016. His experience spans finance and consulting, supporting clients in reaching their personal definitions of financial success. Outside of his professional work, Mike has interests in golf, lake activities, music, soccer, traveling, and writing.
CFP®, Series 66
Little Falls, MN
Edward Jones
CFP®, Series 66
Little Falls, MN
Edward Jones
Series 63, Series 65
Little Falls, MN
Interactive Financial Advisors
Series 63, Series 65
Little Falls, MN
U.S. Bancorp Advisors, LLC
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