Personal

Sought after as a thought leader, Keith has been published in several national and local periodicals as well as speaking at many venues. To see the latest, visit our professional page

Keith regularly speaks at Northwestern Mutual continuing education seminars for advisors across the country sharing his knowledge and experience in business, estate and retirement markets.

Keith and his wife, Diann (also a Team Member), reside in Medina, Minnesota. They attend the Plymouth Covenant Church and describe themselves as people of faith and family who enjoy time with their children, traveling, and a nice restaurant. Keith's hobbies include singing with his Rotary group, public speaking, golf and downhill skiing. 

 

   

Keith recently visited the Ronald Reagan Presidential Library and Museum and enjoyed being surronded by rich history and stories of an influential leader. 

Having a strong belief in education and expertise, Keith has earned many degrees and designations and has been recognized with multiple honors including: CPA, MBA, CFP® (CERTIFIED FINANCIAL PLANNER), CASL® (Chartered Advisor for Senior Living), CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant).

Keith has been a Northwestern Mutual Forum Member every year since 2011 (the top 5% of financial advisors in the company), Minnesota Society of CPAs, Million Dollar Round Table, Court of the Table every year since 2011, and National Association of Insurance and Financial Advisors (NAIFA). 

Keith O. Moeller, CPA, CFP®, CASL®, MBA, CLU®

Estate & Business Planning Specialist

 

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