Financial ADVSR advisor directory · SEC adviser records
Moneta Group Investment Advisors, LLC financial advisors in Kansas
Every SEC-registered investment adviser representative at a Moneta Group Investment Advisors, LLC office in Kansas, by city and A to Z.
The short answer
8 registered advisors work at Moneta Group Investment Advisors, LLC in Kansas, out of 220 nationwide; it's the firm's number 3 state by advisors, and the most are in Mission Woods (7). 7 list the CFP designation and 0 are also registered broker representatives.
Moneta Group Investment Advisors, LLC advisors by city in Kansas
Every firm in Kansas →Moneta Group Investment Advisors, LLC advisors in Kansas, A to Z
Search by name →- Colleen H. CarmitchelMission Wood · Certified Financial Planner
- Chase E. CoffinMission Woods · Certified Financial Planner
- Grant M. EdmundsMission Woods · Certified Financial Planner
- Margaret M. GlennMission Woods · Certified Financial Planner
- Heather J. KlineMission Woods
- Jeffery C. KlineMission Woods · Certified Financial Planner
- Joseph D. SimmonsMission Woods · Certified Financial Planner
- Leslie J. TonkinMission Woods · Certified Financial Planner
Moneta Group Investment Advisors, LLC advisors in every state →Moneta Group Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Moneta Group Investment Advisors, LLC in other states
Missouri 185Colorado 10Illinois 6Massachusetts 4New Jersey 4
Questions
How many Moneta Group Investment Advisors, LLC financial advisors are in Kansas?
8 investment adviser representatives are registered at Moneta Group Investment Advisors, LLC offices in Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Where in Kansas does Moneta Group Investment Advisors, LLC have the most advisors?
Mission Woods, with 7, then Mission Wood (1). Moneta Group Investment Advisors, LLC has advisors in 2 cities in Kansas.
How do I check a Moneta Group Investment Advisors, LLC advisor in Kansas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Moneta Group Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.