Mike Moeller
President
Michael L. Moeller is President of Moeller Investment Group. Prior to his current role, he had been Managing Director – Investments with Wells Fargo Advisors since 1995. Mike has received numerous accolades over the years, including being named #3 in Saint Louis, Missouri to Forbes Best-in State Wealth Advisors in 2025, Mike was also ranked #3 on Barron’s Top 1,200 Financial Advisors in 2025. He was named #68 nationally as a Barron’s Top 100 Independent Advisor for 2024. Moeller Investment Group was ranked #2 in Missouri to Forbes Best-in-State-Wealth Management Team in 2025. Mike was previously recognized as a Forbes Best-in-State Wealth Advisor in 2024 for Missouri (excluding St. Louis) from 2018-2024 as well as a Barron’s Top 1,200 Financial Advisor from 2015-2025 and a Barron’s Top 100 Independent Advisor from 2021-2023.
Mike is an alumnus of Indiana University where he graduated with highest honors from the Kelley School of Business. Mike and his wife, Amy, have four children, Abigail, Madison, Faith & Luke.
CA Insurance License Number 0B90605. Resident State [MO].
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com.) 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2025 Barron’s Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron’s based on the time period from Oct. 2023 – Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron’s based on the time period from Oct. 2022 – Sept. 2023 (Source: Barrons.com). 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron’s based on the time period from Oct. 2021 – Sept. 2022 (Source: Barrons.com). 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron’s based on the time period from Oct. 2021 – Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct.2020-Sept.2021 (Source: Barrons.com). 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Date Compiled by Barron’s based on the time period from Oct. 2019- Sept. 2020 (Source: Barron’s.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron’s based on the time period from Oct. 2018.- Sept. 2019 (Source: Barrons.com). 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron’s based on the time period from Oct. 2017 – Sept. 2018 (Source: Barrons.com). 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron’s based on the time period from Oct. 2016 – Sept. 2017 (Source: Barrons.com). 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron’s based on the time period from Oct. 2015 – Sept. 2016 (Source: Barrons.com). 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron’s based on the time period from Oct. 2014 – Sept. 2015 (Source: Barrons.com). 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron’s based on the time period from Oct. 2013 – Sept. 2014. Data compiled by Barron’s based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.
2024 Barron’s Top 100 Independent Advisors: Awarded September 2024; Data Compiled by Barron’s based on the time period from July 2023- June 2024 (Source: Barrons.com). 2023 Barron’s Top 100 Independent Advisors: Awarded September 2023; Data Compiled by Barron’s based on the time period from July 2022 – June 2023. 2022 Barron’s Top 100 Independent Advisors: Awarded September 2022; Data Compiled by Barron’s based on the time period from July 2021 – June 2022. 2021 Barron’s Top 100 Independent Advisors: Awarded September 2021; Data Compiled by Barron’s based on the time period from July 2020 – June 2021. The Barron’s Top 100 Independent Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of marketing materials.