About
Moeller Investment Group is privileged to build upon the heritage and successful legacy of its founder, Ron Moeller. Ron began his career in the financial services industry with A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1966. He provided exceptional personal investment advice and money management services to clients throughout his career of 42 years building lifetime family relationships.
Mike Moeller joined his father in 1995 and is currently President of Moeller Investment Group and a Private Investment Management (PIM)1 Portfolio Manager. As a PIM© Portfolio Manager, Mike is able to make discretionary investment decisions based on his knowledge and experience according to the client’s stated objectives. Mike has been recognized as a member of the Wells Fargo Advisors Financial Network Platinum Council program2 of Wells Fargo Financial Network from 2009-2023. In addition, he served as a member of the Wells Fargo Advisors Advisory Board.
Today, the collective professionals of Moeller Investment Group have over 75 years of experience and has 2.3bb in client assets under management as of 7/1/24.
Each one of us is passionate about helping our clients achieve their investment goals while serving them with the same personal values of trust, integrity, and service, as exemplified by our founder. We advocate a tangible approach for clients seeking to preserve and potentially increase wealth by providing personalized investment management, retirement plan analysis, along with liability and risk management strategies through Wells Fargo Advisors Financial Network.
1. The PIM program is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
2. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.