Kevin
Nelson
Moneta Group Investment Advisors, LLC
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About this Advisor
Kevin Nelson is a financial advisor based in Saint Louis, Missouri, working with Moneta Group Investment Advisors, LLC. Kevin has previously held positions at Moneta Group Investment Advisors, LLC, Edward Jones, Northwestern Mutual, and St. Louis University. Kevin has passed the Series 65 regulatory exam and is registered to provide services in Colorado, Kansas, and Missouri. Currently, Kevin is part of Moneta Group Investment Advisors, LLC, which operates out of Saint Louis, Missouri. 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
Services Offered
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
Kevin Nelson Work History
Moneta Group Investment Advisors, LLC
Edward Jones
Northwester Mutual
St. Louis University
Disclosures
Please visit the SEC profile of Kevin Nelson 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
Denver, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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