Corissa
Moos
Blue Ox Wealth Management LLC
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About this Advisor
Corissa Moos is a financial advisor operating out of Edina, Minnesota with 1 year of industry experience. Moos is an employee of Blue Ox Wealth Management LLC. During their career, the advisor has held roles at Rbc Capital Markets, LLC, Morgan Stanley Smith Barney LLC and Blue Ox Wealth Management LLC. Moos holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Blue Ox Wealth Management LLC is a financial advisory company with a branch in Edina, Minnesota. It has $101 million in assets across its 342 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 342 accounts, 74% are held by high-net-worth investors who have more than $1 million in assets. Blue Ox Wealth Management LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the type of services provided. However, fee types billed by Blue Ox Wealth Management LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Ox Wealth Management LLC Brokerage Details
$101,297,616
3
342
$296,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Corissa Moos Work History
Corissa has been registered as a financial advisor for 1 years.*
Blue Ox Wealth Management LLC
Rbc Capital Markets, LLC
Morgan Stanley Smith Barney LLC
Rbc Capital Markets, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Corissa Moos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Ox Wealth Management LLC
Edina, MN
Edina, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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