David R. Moser

Wealth Advisor
CFP® , CIMA®
Vector Wealth Management

Email
dmoser@vectorwealth.com

Phone
Local: 612-378-7560
Toll-Free: 877-383-2867
Fax: 612-379-4895

Social
LinkedIn

Directions
Vector Wealth Management
Minneapolis

Download
Form ADV
(version: V24264167)

David Moser serves as a Wealth Advisor at Vector Wealth Management. He is also a member of Vector’s Advanced Planning Group, which develops client centered and integrated wealth management solutions.

David joined Vector Wealth Management in 2015. Prior to joining Vector, David worked with a Twin Cities financial firm as a Securities Trader. David has been in the financial services industry since 2010.

David earned a Bachelor of Arts degree in Business Administration focused on Financial Management from the University of St. Thomas.

Mr. Moser holds the following designations:

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

  • Certified Investment Management Analyst® (CIMA®)

Recent Posts & Podcasts

Featured
The Ten Best Days with David Moser
Podcast, FYR
The Ten Best Days with David Moser
Podcast, FYR

David Moser, wealth advisor at Vector Wealth, discusses the implications of missing just the ten best days in the market over 20 years. We look at a recent 20-year period of the S&P 500 stock index and find that its performance was halved from 9.8% annualized. (podcast)

Podcast, FYR

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.