Vectra Wealth Advisors | LPL Financial
Daniel Mozer
Vice President | Wealth Advisor
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Branch/Office Location
Daniel Mozer
Vice President | Wealth Advisor
- B.S. Banking and Finance, University of Nebraska
- FINRA Series 7 and 66 securities registration held with LPL Financial and Life & Health Insurance Licensed
Professional Background
Daniel specializes with assisting individuals, families and businesses work toward their short and long-term financial goals. Daniel was raised in a small town in Northeast Nebraska prior to attending the University of Nebraska-Omaha.
He has over 15 years of experience within the financial services industry. During this time, Dan has focused on developing and executing retirement plans, estate plans and business succession plans.
In his spare time, Dan enjoys running, cooking and spending time in the outdoors with his wife and five kids.
Vectra Wealth Management team members strive to be trusted partners that can help assist at any stage of the wealth journey. We are committed to understanding the unique intentions and objectives of each client and working together to help make progress towards achieving their goals. Our wealth advisors will be available to you throughout providing guidance and a comprehensive range of services. We will assemble the appropriate professionals to ensure a holistic approach to managing wealth, with the ability to address the difficult questions that arise.
Services include but are not limited to:
- Investment Management
- Risk Management
- Trust Management and Administration
- Planning
- Business Succession Planning
- Cash Flow Planning
- Legacy and Estate Planning
- Retirement Planning
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Products and Services I specialize in:
Securities and Advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Vectra Bank, a division of Zions Bancorporation, N.A. and Zions Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Zions Wealth Advisors are also employees of Zions Bancorporation. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Zions Bancorporation or Zions Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency |
Not Bank Guaranteed |
Not Bank Deposits or Obligations |
May Lose Value |
Zions Bancorporation provides referrals to financial professionals of LPL pursuant to an agreement that allows LPL to pay Zions Bancorporation for these referrals. This creates an incentive for Zions Bancorporation to make these referrals, resulting in a conflict of interest. Zions Bancorporation is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.