WM
CFA
WM
CFA

W Moentmann

2 Years of Experience
St. Louis, MO

W Moentmann is a CFA-designated registered investment advisor at Grant Thornton Financial Advisors LLC, based in St. Louis, MO, with 2 years of industry experience. W operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

231 S Bemiston Ave., Suite 600, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

W. is a Principal at Grant Thornton LLP, an audit, tax, and advisory services firm, since 2016. W. dedicates nearly full-time hours to this role, including a significant portion during securities trading hours, providing interim management, financial advisory, and due diligence services.

Employment History
Current Registrations
Grant Thornton Financial Advisors LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.