Alfred
Simmons
Moneta Group Investment Advisors, LLC
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About this Advisor
Alfred Simmons is a financial advisor based in Mission, Kansas, working with Moneta Group Investment Advisors, LLC. Alfred has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Advisors Financial Network, LLC, and Moneta Group Investment Advisors, LLC. Alfred has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Kansas, Missouri, and Texas. Currently, Alfred is part of Moneta Group Investment Advisors, LLC, which operates out of Mission, Kansas. The firm has 4 offices and 501 employees. The firm manages assets totaling $37.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Moneta Group Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Moneta Group Investment Advisors, LLC Brokerage Details
$37,481,639,918
501
40,790
$918,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alfred Simmons Work History
Moneta Group Investment Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Alfred Simmons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moneta Group Investment Advisors, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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