DFX Intelligence
Advisors
Advisors registered through Moneta Group Investment Advisors, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
255 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Kenneth Jake Winegrad Certified Financial Planner | Moneta Group Investment Advisors, LLC independent RIA | St. Louis, Mo | Jul 12, 2011 | 15 y | 0 | 2 |
| Farah L Winkler Certified Financial Planner | Moneta Group Investment Advisors, LLC independent RIA | St. Louis, Mo | Oct 14, 2010 | 21 y | 0 | 2 |
| Jeffrey Travis Wist Certified Financial Planner | Moneta Group Investment Advisors, LLC independent RIA | St. Louis, Mo | Jan 31, 2012 | 14 y | 0 | 2 |
| K••• W••••• Certified Financial Planner | M••••• G•••• I••••••••• A•••••••• L•• independent RIA | St. Louis, Mo | Nov 5, 2024 | 12 y | 0 | 1 |
| L••••• S••••• Y•••• Certified Financial Planner | M••••• G•••• I••••••••• A•••••••• L•• independent RIA | Denver, Co | Feb 22, 2024 | 14 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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