Michael J Moshier

Advisor at Fidelity — Little Falls, MN

Updated today

Credentials

Series 66

Experience

16 years

Location

Little Falls, MN

Fidelity logo

Fidelity

Institution

Total advisors

17,062

Across 1,880 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Mike Moshier is a Financial Consultant at Fidelity Investments, a role he has held since 2019. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2019, and as a Financial Advisor at One Life Financial Group, Inc. from 2012 to 2016.

Throughout his career, Mike has utilized his experience in finance and consulting to assist clients in developing personal financial plans, aiming to bring simplicity, clarity, and confidence to their financial lives. He works collaboratively with clients to help them move closer to their personal definitions of financial success.

Outside of his professional responsibilities, Mike has personal interests that include golf, lake activities, music, soccer, traveling, and writing.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

Occupation focus

Financial Professional

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Location

See office

Little Falls, MN

Little Falls MN

Advisors at this office

1

Most active in

Minnesota · Texas

Work history

16 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Personal and Workplace Advisors

2018 - 2025 • 7 years

Boston, MA

FIDELITY Brokerage Services LLC

2016 - Present • 10 years

Boston, MA

One Life Financial Group, Inc.

2015 - 2016 • 1 year

MN

AdvisorNet Wealth Partners

2014 - 2015 • 1 year

Minnetonka, MN

Cetera Wealth Services, LLC

2014 - 2015 • 1 year

Minnetonka, MN

Focus Financial

2010 - 2010 • 1 year

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul W

Series 63, Series 65

Little Falls, MN

Interactive Financial Advisors

Paul Wichmann is a financial advisor with Interactive Financial Advisors in Little Falls, MN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Interactive Financial Advisors since 2005 and also operates the Paul Wichmann Agency, which he has managed since 1996. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across a range of risk profiles and primarily uses ETFs and mutual funds, implementing strategies informed by Modern Portfolio Theory and fundamental analysis.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)
user avatar

Derek N

Series 63, Series 65

Little Falls, MN

EFS Advisors

Derek Nyvold is a financial advisor at EFS Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at POOLCORP for 13 years. EFS Advisors provides investment advice and portfolio management to individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts, alongside non-asset management financial consulting and referrals. The firm manages approximately $2.4 billion across discretionary and non-discretionary accounts, using a client-centric suitability scoring process and proprietary technology to support its advisory services.

Options & derivatives strategies Educators, Teachers, and Academics

Kyle P

Series 66

Little Falls, MN

Edward Jones

Kyle Peterschick is a financial advisor with Edward Jones in Little Falls, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent five years with Picture Perfect Tree and Landscape and Arbor Consulting LLC, and six years at Urban Tree & Landscape. He serves as president of the Morrison County Food Shelf board, where he coordinates monthly meetings. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner

Zachary K

CFP®, Series 66

Little Falls, MN

Edward Jones

Zachary Klosowski is a CFP® professional with 12 years of industry experience, serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Alicia K

Series 63, Series 65

Little Falls, MN

LPL Financial

Alicia Kapus is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior roles include positions at Focus Financial Network, OSAIC, and Thrivent Financial. She volunteers as a teacher with Junior Achievement in Pierz, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Michele R

Series 66

Little Falls, MN

Edward Jones

Michele Rudolph is a financial advisor at Edward Jones in Little Falls, MN, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she and her husband operate a cash crop farm growing corn and soybeans. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)