Financial and insurance broker in Oberkirch: insurance brokerage, retirement provision and investment advice for private and business clients
HERBERT MÖSSNER Finanz- und Versicherungsmakler
Oberkirch (Am Rebhof 9), Baden-WürttembergNew on Amplifa
About Herbert Mössner
Herbert Mössner has been active as a sole proprietorship since 1992 as a financial and insurance broker in Oberkirch (Baden-Württemberg). Insurance is brokered for private and commercial clients, including construction works, machinery, commercial legal protection, motor vehicle, occupational disability, accident and liability insurance. In addition, the company offers retirement provision (retirement provision account), needs analyses as well as support with claims notification and claims settlement. For financial services such as investment advice and investment brokerage, Herbert Mössner acts as a contractually bound intermediary pursuant to § 3 (2) WpIG in the name and for the account of BfV Bank für Vermögen AG (Oberursel). As an insurance broker, the company represents exclusively the interests of its clients and is not tied to any particular insurance company. The owner is Herbert Mössner (graduate in business administration, VWA). The entry in the brokerage register of the DIHK reads D-633G-LRL9W-23; the license pursuant to § 34d (1) GewO was granted by the City of Oberkirch.
- Site
- Oberkirch
- Processes
- Brokerage of insurance (including construction works, machinery, commercial legal protection, motor, Retirement provision (retirement provision account), Financial services: investment advice and investment brokerage pursuant to § 2 (2) no. 3/4 WpIG as, Needs analysis, Claims notification/settlement
- Materials
- Insurance brokerage, Investment advice and investment brokerage, Retirement provision
- Certificates
- License § 34d (1) GewO (IHK Südlicher Oberrhein), Entry in DIHK brokerage register (D-633G-LRL9W-23), Versicherungsombudsmann e. V. (mediation body), ISO 9001
- Founded
- 1992
- Industries
- Private clients, Companies/Self-employed, Trade/Industry (insurance cover for businesses)
- 01
Needs assessment and needs analysis
- 02
Risk analysis and comparison of products on the market
- 03
Brokerage and conclusion of the insurance or financial service
- 04
Support after conclusion
- 05
Claims notification and claims settlement
Services
Insurance brokerage
Brokerage of insurance (including construction works, machinery, commercial legal protection, motor vehicle, occupational disability, accident and liability insurance) pursuant to the license under § 34d (1) GewO.
Investment advice and investment brokerage
Financial services pursuant to § 2 (2) no. 3/4 WpIG as a contractually bound intermediary of BfV Bank für Vermögen AG.
Retirement provision
Offers for private retirement provision, including retirement provision account.
Location
Oberkirch
DEOffice (advisory and administration)
Insurance Lines Brokered
Inside the production
Industries
Additional services
Legal Matters and Registration
The license pursuant to § 34d (1) GewO is in place (granted by the City of Oberkirch). The company is a member of the IHK Südlicher Oberrhein respectively Freiburg and is registered in the brokerage register of the DIHK (D-633G-LRL9W-23); complaint bodies are the Versicherungsombudsmann e. V. (Insurance Ombudsman) and the Ombudsman for Private Health and Long-Term Care Insurance.
| Evidence | Oberkirch |
|---|---|
| License § 34d (1) GewO (IHK Südlicher Oberrhein) | |
| Entry in DIHK brokerage register (D-633G-LRL9W-23) | |
| Versicherungsombudsmann e. V. (mediation body) | |
| ISO 9001 |
History
- 1992
Start of activity as a financial and insurance broker ("Personal - Fair - Reliable since 1992").