Alfred Joseph Simmons

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

• 04/2015 → 09/2020
  Wells Fargo Advisors Financial Network, Llc
  Fairway, KS
• 09/2020 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2015-04-17 → 2020-09-09
  Wells Fargo Advisors Financial Network, Llc
  Fairway, KS
• 2008-01-01 → 2015-04-17
  Wells Fargo Clearing Services, Llc
  Overland Park, KS
  Overland Park, KS
• 2000-06-20 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Overland Park, KS
  St. Louis, MO
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2000-05-02