Elle Moser

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → Present
  Independent Financial Partners
  Tampa, FL
• 09/2018 → Present
  Hilton
  Chicago, IL
• 05/2018 → 08/2018
  Builtworlds
  Chicago, IL
• 07/2017 → 02/2018
  Stonebridge Companies
  Boulder, CO
• 06/2015 → 06/2017
  Dimension Development Company
  Highlands Ranch, CO

Other Businesses

(1) Advanced Strategies Group; DBA; Investment Related; 7540 Sawmill Pkwy, Suite E, Powell, OH 43065; Director of Business Development/Financial Wellness Coach; Start 9/1/20; 160 hrs/mo, 160 hrs/mo during trading. (2) National Association of Plan Advisors (NAPA) – investment related – 4401 Fairfax Drive, Suite 600, Arlington, VA 22203 – retirement plan advisor industry association – volunteer – start date Mar 1, 2026 – 6 hours/month (6 during trading hours) – serves on the Nonqualified + Workplace Wealth Forum conference planning committee, assisting with agenda development, speaker coordination, panel moderation, and industry presentations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-29