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Kevin P Moeller

Investment adviser representative at Ausdal Financial Partners, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$3.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Ausdal Financial Partners, Inc.Sep 2023 to now
  2. Pregnancy Centers of Middle TnAug 2021 to Sep 2023
  3. Allstate Insurance CoJul 2019 to Sep 2023
  4. Next Financial Group, Inc.Aug 2016 to Aug 2019

Designations

  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law1992
  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (TN).

Ausdal Financial Partners, Inc.

$3.7BAssets managed
16,572Clients
184Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2225427
Firm CRD
7995
Advisor's SEC record (opens in a new tab)
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