Andrew Kristian Kelsen

Moneta Group Investment Advisors, LLC

11 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Moneta Group Investment Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

226 advisors

Number of Clients

8,021 clients

Average Client Portfolio

$5.3M average

Assets Under Management

$42.8B

Fee Structure

Location

100 South Brentwood Blvd., St. Louis, MO, 63105

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History

Regulatory History (1)

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Criminal

February 1986

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Moneta Group Investment Advisors, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Iron Capital Markets, INC.Broker

April 2004 - December 2005 · 1 yr 8 mos

Sterne, Agee & Leach, INC.Broker

August 2002 - April 2004 · 1 yr 8 mos

The Malachi Group, INC.Broker

June 2001 - July 2002 · 1 yr 1 mo

Centennial Capital Management, INC.Broker

July 1999 - June 2001 · 1 yr 11 mos

Shearson Lehman Hutton INC.Broker

July 1989 - January 1990 · 6 mos

Prudential-Bache Securities INC.Broker

March 1988 - June 1989 · 1 yr 3 mos

State Registrations3 states

ALILMO

Advisor

Exams

No exam information available for this advisor.