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AS
AS

Alfred Joseph Simmons

Moneta Group Investment Advisors, LLC
25 Years of Experience
View SEC Summary
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

1900 Shawnee Mission Parkway, Suite 225, Mission Woods, KS, 66205

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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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Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2015 - September 2020 · 5 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2015 - September 2020 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - April 2015 · 7 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - April 2015 · 7 yrs 3 mos
A. G. Edwards & Sons, INC.
June 2000 - January 2008 · 7 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
April 2000 - January 2008 · 7 yrs 9 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.
Alfred Joseph Simmons - Financial Advisor | TrueAdvisor