Anthony R. Moeller

MN WEALTH ADVISORS

Overland Park, KS 66211

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CRD#: 1759361

Professional summary

Anthony Richard Moeller, who also goes by Tony Moeller, is a registered financial advisor currently at MN WEALTH ADVISORS, LLC located in Overland Park, Kansas.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Anthony has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Moeller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. MOBROS, LLC; NOT INVESTMENT-RELATED; 14011 W 74TH ST. SHAWNEE, KS 66216; REAL ESTATE - RENTAL PROPERTY; MEMBER; STARTED 08/2004; APPROXIMATELY 2 HOURS PER MONTH, NONE DURING SECURITIIES TRAIND HOURS; MEMBER. 2. INDEPENDENT INSURANCE AGENT; NOT INVESTMENT-RELATED; STARTED 08/1990; APPROXIMATELY 2 HOURS PER MONTH, ALL DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Richard Moeller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 22, 2023 - Present

MN WEALTH ADVISORS, LLC

Office #1: 6800 W 115th Street Suite 3511, Overland Park, KS 66211

RIA

CRD#: 322617

Overland Park, KS

Past

April 24, 2006 - November 7, 2023

INTEGRITY ADVISORY, LLC

RIA

CRD#: 133413

OVERLAND PARK, KS

Past

February 16, 1993 - December 31, 2012

BANKERS & INVESTORS CO.

CRD#: 6874

KANSAS CITY, KS

Past

May 9, 1990 - February 16, 1993

CETERA ADVISORS LLC

CRD#: 10299

GREENWOOD VILLAGE, CO

Past

November 7, 1989 - May 15, 1990

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

September 29, 1988 - April 18, 2005

SUNFLOWER ASSET MANAGEMENT INC.

RIA

CRD#: 107057

LENEXA, KS

Past

October 21, 1987 - November 7, 1989

VALUE EQUITIES CORPORATION

CRD#: 13316

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MN WEALTH ADVISORS, LLC

CRD#: 322617 / SEC#: 801-126395

RIA

Registered Investment Advisory firm - (8/15/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(2/22/2023)

IAR

Texas
(2/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1987

General Securities Representative Examination

Current Firm

MN WEALTH ADVISORS, LLC

CRD#: 322617 / SEC#: 801-126395

RIA

Registered Investment Advisory firm - (8/15/2022 Approved)

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Contact information

Main Address

6800 W 115th Street Suite 3511, Overland Park, KS 66211

Mailing Address

Phone number

(913) 897-2074

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	1,123
AUM (Assets Under Management)	$ 330,421,054

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Anthony R. Moeller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Richard Moeller's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ADVISORY, LLC

BANKERS & INVESTORS CO.

CETERA ADVISORS LLC

TITAN/VALUE EQUITIES GROUP, INC.

SUNFLOWER ASSET MANAGEMENT INC.

VALUE EQUITIES CORPORATION

Primary Firm SEC Registration

MN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2012

Series 63

Date: 10/26/1987

Series 7

Date: 10/17/1987

Current Firm

MN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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