John Thomas Mooser
Investment adviser representative at Bluespring Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$5.4BFirm assets
16 yearsFirm in business
Are you John Thomas Mooser? Claim your profile
Contact this firm
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
Experience
10 years in the industry.
- Bluespring Wealth Management, LLCMay 2026 to now
- Kestra Financial Inc.May 2026 to now
- Capital Planning Advisors LLCFeb 2026 to May 2026
- Bedell Frazier Investment CounsellingOct 2025 to May 2026
- Clarivise Private WealthJul 2024 to Oct 2025
- AmwinsMay 2023 to Jul 2023
- Dick's Sporting GoodsMay 2022 to Aug 2022
- Louisville Title AgencyMay 2021 to Aug 2021
- University of KentuckyAug 2020 to May 2024
- Trinity High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 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
- 7950912
- Firm CRD
- 152667