Corissa Moos
Sieben Wealth Planning · Edina, Minnesota
Corissa Moos is a fee-only financial advisor at Sieben Wealth Planning in Edina, Minnesota. Corissa charges a percentage of assets.
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Facts
| Firm | Sieben Wealth Planning |
|---|---|
| Based in | Edina, Minnesota |
| Fee model | Percentage of assets |
| Assets under management | $161.2M across 435 accounts |
| SEC registration | Investment adviser representative in MN, TX · CRD 5581614 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | blueoxwm.com |
| Profile |
How Corissa's firm compares
- Sieben Wealth Planning's average account is about $371,000, from its Form ADV (assets managed divided by 435 accounts).
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Questions about Corissa
Is Corissa Moos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corissa holds no broker registration, and Sieben Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corissa charge for financial advice?
Corissa charges a percentage of assets.
Where is Corissa Moos based?
Corissa Moos is based in Edina, Minnesota.
Is Corissa Moos registered with the SEC?
Yes. Corissa Moos is registered as an investment adviser representative in MN and TX (CRD 5581614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sieben Wealth Planning manage?
Sieben Wealth Planning reports $161.2M across 435 accounts in assets under management.
How do I contact Corissa Moos?
Through Corissa's website, blueoxwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sieben Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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