Best Investors Account Sign in
Inactive

David Robert Moser

Bluespring Wealth Management, LLC

Minneapolis, MN

Austin, TX

CRD 6024272

Claim This Profile
Employer firm

Bluespring Wealth Management, LLC CRD 152667

$5.43B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bluespring Wealth Management, Llc

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2018-04-24
  • MN RA
    APPROVED
    Since 2018-04-24

Branch Locations

43 Main Street Se Suite 236, Minneapolis, MN 55414 • United States

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sns Financial Group, Llc Minneapolis MN 04/2015 05/2026
Sns Financial Group, Llc Minneapolis MN 06/2015 05/2026
Kestra Financial Inc. Minneapolis MN 05/2026 Present
  • 04/2015 → 05/2026
    Sns Financial Group, Llc
    Minneapolis, MN
  • 06/2015 → 05/2026
    Sns Financial Group, Llc
    Minneapolis, MN
  • 05/2026 → Present
    Kestra Financial Inc.
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-06
  • S65 Uniform Investment Adviser Law Examination
    2012-02-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS

Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

More in Minneapolis, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor