William
Akins

Moneta Group Investment Advisors, LLC

CRD#4452102
Investment Advisor
in Saint Louis, MO

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About this Advisor

William Akins is a certified financial planner based out of Saint Louis, Missouri with a total of 7 years of relevant experience. Akins currently works for Moneta Group Investment Advisors, LLC. Over the course of their career, Akins has held roles at Moneta Group Investment Advisors, LLC and Buckingham Asset Management, LLC. Akins has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a registered investment business headquartered in Saint Louis, MO. The firm has offices in four locations and a total of 460 financial advisors. It administers $31 billion in total assets among its 37,339 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 65 charitable organizations. Of its 37,339 accounts, 59% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number 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 charged by financial advisors typically vary depending on the type of financial services. Fees billed by Moneta Group Investment Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

William Akins Work History

William has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Moneta Group Investment Advisors, LLC

2016 - 2022 (6 years)

Moneta Group Investment Advisors, LLC

2014 - 2016 (2 years)

Buckingham Asset Management, 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 William Akins 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

Cynthia Kirkpatrick
Saint Louis, MO
Oliver Cragan
Saint Louis, MO
Jerry West
Saint Louis, MO
John Armstrong
Saint Louis, MO
Robert Swieterman
Saint Louis, MO
Megan Rapplean
Saint Louis, MO
Derek Wilton
Saint Louis, MO
Erin Hadary
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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