Investment adviser representative · Moneta Group Investment Advisors, LLC
Grant M. Edmunds
CRD 6210782 · Mission Woods, KS
At a glance
Grant M. Edmunds is an investment adviser representative with Moneta Group Investment Advisors, LLC in Mission Woods, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Grant’s SEC record dates to 2013, about 13 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Moneta Group Investment Advisors, LLCSince March 2019Mission Woods, KS · $51B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Grant’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Moneta Group Investment Advisors, LLC
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- Heather J. KlineMission Woods
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- Joseph D. SimmonsMission Woods · Certified Financial Planner
- Kyle SitomerMission Woods
- Leslie J. TonkinMission Woods · Certified Financial Planner
- Anthony L. AiazziSt. Louis · Certified Financial Planner, Chartered Financial Analyst
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