Nikelle
Turner
Moneta Group Investment Advisors, LLC
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About this Advisor
Nikelle Turner is a financial advisor based in Saint Louis, Missouri, working with Moneta Group Investment Advisors, LLC. Nikelle has previously held positions at Td Ameritrade, Jcpenney, The Limited, Washington University In St. Louis, Ulta Beauty, H&M, Charles Schwab & Co., Inc, Charles Schwab Bank, Ssb, and Moneta Group Investment Advisors, LLC. Nikelle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Nikelle 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
Nikelle Turner Work History
Moneta Group Investment Advisors, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank, Ssb
H&M
Td Ameritrade
Jcpenney
Ulta Beauty
Jcpenney
The Limited
Washington University In St. Louis
Disclosures
Please visit the SEC profile of Nikelle Turner 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
Denver, CO
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