Mitch Moser, CFA®

Mitch Moser, CFA®

Financial Advisor

(515) 978-2082

(515) 978-2087

[email protected]

Mitch graduated from Iowa State University in 2011 with a BS in Industrial Engineering and an MBA. Following graduation, he put his analytical skills to use in Chicago with Morgan Stanley as a quantitative analyst. Driven by a desire to work with people instead of computers, he left Morgan Stanley to become a financial advisor with Weissenburger Investments and Financial Planning, Inc. in 2017.

Mitch has the distinctive gifts of both understanding complex ideas and being able to effectively communicate them to a broader audience. He appreciates the fact that no two individuals' circumstances are alike, and he delights in the unique problem-solving challenges that each client brings.

Mitch strives to be as educated as possible. He studied for and earned his Chartered Financial Analyst designation from 2013-2016. He has his Series 7 and 63 registrations with LPL Financial and a Series 65 registration with Weis Advisory. He is also a licensed life, accident, and health insurance producer.

Outside of work, Mitch can often be found riding his bike or enjoying family time with his wife, Savannah, and their sons, Callen and Sullivan.