Michael John Moss
Investment adviser representative at The Ascent Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Alera Group, Inc.Oct 2024 to now
- Osaic Wealth, Inc.Aug 2024 to now
- The Ascent Group, LLCMay 2021 to now
- Triad AdvisorsFeb 2023 to Aug 2024
- Ameritas Investment Corp.Sep 2012 to Jan 2023
- Ameritas Life Insurance CorpFeb 2012 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (VA).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
5 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
- 6109175
- Firm CRD
- 314424