Timothy
Nielsen
Moneta Group Investment Advisors, LLC
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About this Advisor
Timothy Nielsen is a certified financial planner who works out of Saint Louis, Missouri. Nielsen is currently employed by Moneta Group Investment Advisors, LLC. The advisor has gained experience at Commerce Bank, Oppenheimer & Co, Inc and Moneta Group Investment Advisors, LLC. Nielsen holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Moneta Group Investment Advisors, LLC is a business headquartered in Saint Louis, MO. The investment advisory business has offices in four locations and a total of 460 employees. It manages $31 billion in assets between its 37,339 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 65 charitable organizations. Of its 37,339 accounts, 59% are associated with high-net-worth clients who have at least $1 million in assets. The company provides a broad range of services, such as 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. Fees for financial management largely are based on which services the firm provides the client. Fees billed by Moneta Group Investment Advisors, LLC likely are comprised of some blend 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
Timothy Nielsen Work History
Timothy has been registered as a financial advisor for 0 years.*
Moneta Group Investment Advisors, LLC
Oppenheimer & Co, Inc
Commerce Bank
*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 Timothy Nielsen 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.
