David
Moser
Vector Wealth Management
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About this Advisor
David Moser is a certified financial planner working in Minneapolis, Minnesota, with 5 years of relevant experience. Moser works at Vector Wealth Management. Moser has gained experience at Gradient Investments, LLC, Moser Homes, Inc, Full Time Student and Sns Financial Group, LLC. Moser holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Minnesota. Vector Wealth Management is a financial advisory company operating out of Minneapolis, MN. It handles $1 billion in assets among its 3,174 accounts, placing it among the larger firms in the country by assets under management. The firm advises two charities and foundations. Of its 3,174 client accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets. Vector Wealth Management offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the services offered. Fee types charged by Vector Wealth Management may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vector Wealth Management Brokerage Details
$1,252,774,029
22
3,174
$394,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Moser Work History
David has been registered as a financial advisor for 5 years.*
Sns Financial Group, LLC
Sns Financial Group, LLC
Gradient Investments, LLC
Moser Homes, Inc
Full Time Student
*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 David Moser 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 Vector Wealth Management
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
