Alex
Timmermann
Moneta Group Investment Advisors, LLC
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About this Advisor
Alex Timmermann is a financial advisor based out of Saint Louis, Missouri who has 1 year of industry experience. Timmermann is an advisor for Moneta Group Investment Advisors, LLC. The advisor has gained experience at Edward Jones, Southeast Missouri State, Edward Jones Investments, Southeast Missouri State University, Student, Dairy King, Trenton Municipal Pool, Nisa Investment Advisors and Moneta Group Investment Advisors, LLC. Timmermann maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri. Moneta Group Investment Advisors, LLC is a company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in four locations and a total of 460 people on staff. It oversees $31 billion in assets under management across its 37,339 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advisory services to 65 charitable organizations. Of its 37,339 accounts, 59% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business performs a number of services, including 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. Financial advisory fees largely depend on the financial services provided. However, fee types billed by Moneta Group Investment Advisors, LLC can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moneta Group Investment Advisors, LLC Brokerage Details
$30,651,380,206
460
37,339
$820,895
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
Alex Timmermann Work History
Alex has been registered as a financial advisor for 1 years.*
Moneta Group Investment Advisors, LLC
Nisa Investment Advisors
Edward Jones
Southeast Missouri State
Edward Jones Investments
Trenton Municipal Pool
Southeast Missouri State University
Dairy King
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Timmermann 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
