Kara
Harmon

Moneta Group Investment Advisors, LLC

CRD#4457407
Investment Advisor
in Saint Louis, MO

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About this Advisor

Kara Harmon is a certified financial planner working out of Saint Louis, Missouri with 19 years of industry experience. Harmon currently works for Moneta Group Investment Advisors, LLC. During their career, Harmon has held roles at Moneta Group, LLC and Moneta Group Investment Advisors, LLC. Harmon holds a Series 63 license, certifying them as a securities agent, and is registered to advise clients in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a registered investment company operating out of Saint Louis, MO. The company has offices in four locations and a total of 460 people on staff. It handles $31 billion in assets under management across its 37,339 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 65 charities and foundations. Of its 37,339 customer accounts, 59% are held by high-net-worth clients who have at least $1 million in assets. The firm offers a wide set 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 fee schedules usually are based on which service is offered. However, fees charged by Moneta Group Investment Advisors, LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 South Brentwood Blvd
Saint Louis, MO 63105

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Moneta Group Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$30,651,380,206

MO Average: $11,469,110,461
Total Number of Employees

460

MO Average: 458
Total Number of Accounts

37,339

MO Average: 33,415
Average Account Size

$820,895

MO Average: $343,232

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

Kara Harmon Work History

Kara has been registered as a financial advisor for 19 years.*

2015 - Present (9 years)

Moneta Group Investment Advisors, LLC

2005 - Present (19 years)

Moneta Group Investment Advisors, LLC

2005 - 2014 (9 years)

Moneta Group, LLC

*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 Kara Harmon 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

Ryan Matteo
Saint Louis, MO
John Armstrong
Saint Louis, MO
Cynthia Kirkpatrick
Saint Louis, MO
Megan Rapplean
Saint Louis, MO
Anthony Dorn
Saint Louis, MO
Kyle Luetters
Saint Louis, MO
John Grover
Saint Louis, MO
Julie Sward
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.

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