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 #2 in Missouri (excluding St. Louis) to Forbes Best-in State Wealth Advisors in 2023 as well as #1 on Barron’s Top 1,200 State by State Advisors in 2023. He also was named #56 nationally as a Barron’s Top 100 Independent Advisor for 2022. He was previously recognized as Forbes Best-in-State Wealth Advisor for 2018-2022 as well as Barron’s Top 1,200 State by State Advisors from 2012-2022 and Barron’s Top 100 Independent Advisor in 2021.
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].
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.
The Barron’s Top 1,200 State by State Advisors and 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.