About Jason Moehring
As a wealth advisor, I have in-depth experience in the financial industry. I also have completed extensive licensing and accreditation requirements. This allows me to offer you a broader range of products, and assist you with even the most complex financial needs. You decide what level of financial management service you want and I will provide it.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certifications requirements.
Community Involvement
- Support NACE-North Anoka County Emergency food shelf
- Fishing for Life and Wounded Warrior Project
- Feed My Starving Children volunteer
- Supporter of Emma B. Howe YMCA
- Casas por Cristo home building team leader
- Local & International Habitat for Humanity volunteer
- Our Saviour's Lutheran Church Council member
- American Red Cross
Meet My Team
Karen Moehring
Director of Marketing Karen Moehring, works on business planning and events for our office. She likes spending time outside camping, running, and nature. She is also a volunteer with the Disaster Action Team for the American Red Cross.
- Title
Director of Marketing
- Phone
- 763-862-2885
Ashlee Smith
Office Professional Ashlee Smith, can help with scheduling and service questions. She holds an insurance license in life and health in Minnesota.
When not working she enjoys spending time with family, playing basketball, and taking her dog "Ollie" to the dog park.
- Title
Licensed Office Professional
- Phone
- 763-862-2885
Sixty Five Lakes Financial Consultants
- Title
Team Practice
- Website
- https://connect.thrivent.com/sixty-five-lakes-financial-consultants