Unclaimed Profile

John Mcgill Moller

MOLLER WEALTH PARTNERS, INC.·NORTHFIELD, Illinois

Series 2, Series 65Clean record28 years registeredMOLLER WEALTH PARTNERS, INC.

ONE NORTHFIELD PLAZA, SUITE 200, NORTHFIELD, IL 60093-1211CRD# 2238976Firm CRD# 110493

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Mcgill Moller · NORTHFIELD, IL

Registration

CRD #2238976 · MOLLER WEALTH PARTNERS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOLLER WEALTH PARTNERS, INC.

MOLLER WEALTH PARTNERS

Jun 1998 – Aug 2024

NORTHFIELD, IL

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · June 11, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOLLER WEALTH PARTNERS, INC.

CRD 110493 · SEC 801-40822

AUM

$565M

Regulatory assets under management

Employees

1,192 client accounts

Services offered by MOLLER WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MOLLER WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does John Mcgill Moller offer?

John Mcgill Moller specializes in Financial Planning, Investment Management.

What are John Mcgill Moller's credentials?

John Mcgill Moller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Mcgill Moller located?

John Mcgill Moller is based in NORTHFIELD, Illinois, last registered with MOLLER WEALTH PARTNERS, INC..

How does John Mcgill Moller charge for services?

John Mcgill Moller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOLLER WEALTH PARTNERS, INC.?

MOLLER WEALTH PARTNERS, INC. has approximately 6 employees and manages $565M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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