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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
21 years
Location
Downey, ID
LPL Financial
Institution
Nathan Moser is a CFP®-certified financial advisor with 21 years of industry experience, currently with LPL Financial. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. Outside of advising, he owns and operates a small dairy cattle farm and co-creates the "Do You Have a Minute" podcast. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology but does not use automated systems for client investment decisions.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Downey, ID
Downey ID
Advisors at this office
1
Idaho
21 years of industry experience
LPL Financial LLC
2023 - Present • 3 years
Downey, ID
Kelley and Sons LLC
2018 - 2018 • 1 year
Shelley, ID
Kris Kelly Farms
2017 - 2017 • 1 year
Osgood, ID
Axis Investment Management Llc
2015 - Present • 11 years
Syracuse, UT
Sherman Moser Investment Strategies Team
2011 - 2018 • 7 years
Syracuse, UT
Raymond James Financial Services Advisors INC.
2010 - 2023 • 13 years
Syracuse, UT
Raymond James Financial Services, inc.
2010 - 2023 • 13 years
Syracuse, UT
Morgan Stanley
2009 - 2010 • 1 year
Ogden, UT
Citigroup Global Markets
2004 - 2009 • 5 years
Ogden, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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