Nathan Robert Moen

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 10/2014 → 04/2019
  Ameriprise Financial Services, Inc.
  Minneapolis, MN
• 05/2019 → 07/2019
  The Oak Ridge Financial Services Group, Inc.
  Golden Valley, MN
• 07/2019 → 07/2023
  Moen Insurance Group
  Rogers, MN
• 07/2023 → Present
  Alerus
  Excelsior, MN
• 07/2025 → Present
  Osaic Institutions, Inc
  Meriden, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-24
• S63 Uniform Securities Agent State Law Examination
  2005-11-23

Designations

• Certified Financial Planner