Christina Link

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Saint Louis, MO
• 11/2016 → 04/2019
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 03/2019 → 04/2021
  Principal Life Insurance
  Columbia, MO
• 04/2019 → 04/2021
  Principal Securities
  Columbia, MO
• 04/2019 → 04/2021
  Schuster Financial Services, Llc
  Columbia, MO
• 05/2021 → 04/2025
  Wells Fargo Clearing Services
  St Louis, MO
• 04/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2024-01-10 → 2025-04-09
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2009-10-07 → 2019-04-03
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Columbia, MO

Other Businesses

COPPERSTONE NEIGHBORHOOD HOA, NOT INV RELATED, COLUMBIA, MO, BOARD MEMBER, START 8/10/2023, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, DISCUSSION AND SUPPORT FOR HOME OWNER ISSUES. COPPERSTONE NEIGHBORHOOD HOA, NOT INV RELATED, COLUMBIA, MO, SOCIAL COMMITTEE MEMBER; START 10/23/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, DUTIES: WORKING WITH OTHER NEIGHBORHOOD VOLUNTEERS TO COME UP WITH IDEAS, COMMUNICATING WITH NEIGHBORS AND HELPING PLAN AND EXECUTE NEIGHBORHOOD SOCIAL EVENTS.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-06

Designations

• Certified Financial Planner

Other Names

• Christina J Savel
• Christina Savel Link
• Christina Link
• Christina Judith Link