We help you find the best products and companies to work with

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals, but to thrive in their everyday lives and into their retirement years. The term “independent” means we have access to nearly every financial product available to help you find the best products and companies to work with.

Nickolas Moes

Chief Executive Officer and Founder

Nickolas founded Structured Financial Services and currently serves as the Chief Executive Officer. He attended Lake Superior State University in Michigan graduating with highest honors and receiving multiple awards including the Wall Street Journal Student Achievement Award, and achieving a bachelor’s degree focused in Finance & Economics and Business Administration Management.

He and his wife have lived in Dallas-Fort Worth since 2007 and have five amazing kids. He started his career working at a Private Equity Fund and subsequently moved into other companies and industries working in Finance and Accounting. In 2012, Nickolas went to work for Fidelity Investments where his clients became some of the industry’s largest Broker Dealers and Registered Investment Advisory firms. In his tenure he gained significant inside knowledge of the financial services industry and saw firsthand how many put their financials ahead of the clients interest, while obscuring transparency.

Nickolas is excited to start Structured Financial and is passionate about bringing transparency to the financial services industry by explaining the true costs of investing, focusing on the best interest of our clients, and educating consumers on making the best short and long term financial decisions for themselves, their families, and even their businesses.

Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser]. Structured Financial Services is not affiliated with Verity Asset Management.

Email: [email protected] 
Phone: (214) 677-0201

Team Members

Structured Financial has a dedicated team with decades of experience in many areas of expertise within the financial services industry. We have team members who specialize in Medicare, Retirement Planning, Tax Planning, Estate Planning, Employee Benefits, and much more.

Business Affiliations

At Structured Financial we are all about relationships and proudly partner with companies that are experts in their respective fields. We have essential partners with CPA and tax firms, legal professionals, employer benefit firms, property and casualty insurance providers for both individuals and businesses, and many other key relationships.

We Are Always Looking for Bright Talent!

Are you interested in finding out how to be a part of Structured Financial? Please fill out the contact form below. We are always looking for the right people, which also includes financial professionals from all backgrounds who want to partner with us on this journey.

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Independent Financial Services

Structured Financial is an independent financial services company dedicated to helping our clients not only meet their financial goals but thrive in their everyday lives and into their retirement years.

Nickolas Moes | Chief Executive Officer and Founder

CONTACT US

Direct Line: (682) 557-9603
Home Office: (214) 677-0201

Address:
330 Morrison Park Dr, Ste 100
Southlake, TX 76092

Email: [email protected]
General info: [email protected]

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