AM
AM

Alexandra Louise Moen

7 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Loading...

Location

6160 Golden Hills Drive, Minneapolis, MN, 55416

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Alexandra is the treasurer for a local chapter of the American Society of Pension Professionals and Actuaries (ASPPA) since 2017, dedicating minimal time. In 2024, her role will expand to include attending national ASPPA calls and reporting back to the local chapter.

Employment History
Current Registrations
Mma Securities LLCBroker
August 2021 - Present · 4 yrs 6 mos
Mma Securities LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Francis Investment Counsel LLC
May 2020 - October 2022 · 2 yrs 5 mos
Mma Securities LLCBroker
January 2018 - January 2020 · 2 yrs
State Registrations3 states
MIMNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexandra Louise Moen - Financial Advisor | TrueAdvisor