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Dean Robert Moeller

Latitude Advisors, LLC

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About Dean Robert Moeller

Dean Robert Moeller is an investment advisor representative with Latitude Advisors, LLC. Dean has been working in the industry since 1996. Dean Robert Moeller is also a certified public accountant (CPA). Dean Moeller has experience with a variety of financial products and services, including financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Dean Moeller is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Dean Moeller’s Registration & Firm History

OH

12/21/2009 - Present

Latitude Advisors, LLC (ST MARYS OH)

OH

03/23/2007 - 12/22/2009

MEDALLION INVESTMENT SERVICES, INC. (ST. MARY'S OH)

OH

09/27/2001 - 03/15/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. MARY'S OH)

CT

06/02/1999 - 09/28/2001

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

TN

07/03/1997 - 05/25/1999

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

GA

04/18/1996 - 05/23/1997

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 01/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2001

Series 7 - General Securities Representative Examination

BC

Issued 04/17/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Robert Moeller.
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