Kevin P Moeller

Employer firm

Ausdal Financial Partners, Inc. CRD 7995

$3.73B regulatory AUM 665 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• ADVICE ON UMA PLATFORMS

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

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

Current Employers

Employment History

• 08/2016 → 08/2019
  Next Financial Group, Inc.
  Houston, TX
• 07/2019 → 09/2023
  Allstate Insurance Co
  Spring Hill, TN
• 08/2021 → 09/2023
  Pregnancy Centers Of Middle Tn
  Columbia, TN
• 09/2023 → Present
  Ausdal Financial Partners, Inc
  Davenport, IA

Previous Registrations

• 2019-08-07 → 2023-10-05
  Allstate Financial Advisors, Llc
  Spring Hill, TN
• 2016-08-10 → 2019-08-13
  Next Financial Group, Inc.
  Spring Hill, TN
  Manchester, TN
• 2008-04-11 → 2016-07-19
  Vsr Financial Services, Inc.
  Columbia, TN
  Overland Park, KS
  Columbia, TN
  Thompson'S Station, TN
• 1999-01-01 → 2003-04-17
  Ameriprise Financial Services, Llc
  Davenport, IA

Other Businesses

OUTSIDE INSURANCE SALES; INVESTMENT RELATED; SPRING HILL, TN; OUTSIDE INSURANCE SALES; AGENT; ACTIVITY BEGAN IN 2013; I DEVOTE APPX 8 HOURS PER MONTH WITH 4 OF THOSE HOURS DURING TRADING HOURS TO THIS ACTIVITY; SERVICE EXISTING CONTRACTS AND SALES OF NEW CONTRACTS. OUR BEST STORY; NOT INVESTMENT RELATED; SPRING HILL, TN; LEADERSHIP/DICIPLESHIP FOCUS; TREASURER; ACTIVITY BEGAN 06/2023; I DEVOTE APPX 4 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; MONITOR OUTSIDE BOOKKEEPING AND ASSIST WITH BUDGETING.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07
• S63 Uniform Securities Agent State Law Examination
  1992-05-01
• S65 Uniform Investment Adviser Law Examination
  1992-04-27

Designations

• Chartered Financial Consultant

Other Names

• Kevin Phillip Moeller