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Chief Investment Officer · Moneta Group Investment Advisors, LLC

Andrew K. Kelsen

CRD 1517644 · Named on Form ADV at one SEC-registered adviser

At a glance

Moneta Group Investment Advisors, LLC, an SEC-registered wealth manager based in St. Louis, MO with $50.5 billion in regulatory assets, lists Andrew K. Kelsen on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Keith J. BowlesPresident/chief Operating Officer, Moneta Group Investment Advisors, LLC
  • Eric M. KittnerCEO & Board Chair, Moneta Group Investment Advisors, LLC
  • Adam C. KrugerChief Compliance Officer, Moneta Group Investment Advisors, LLC
  • Amanda C. BarraleChief Platform Officer, Moneta Group Investment Advisors, LLC
  • Dan G. ShermanChief Technology Officer, Moneta Group Investment Advisors, LLC

1 more person named with Andrew on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.