Adam Charles Kruger

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

• 10/2015 → 08/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2015 → 08/2022
  Mbm Wealth Consultants
  Chesterfield, MO
• 08/2022 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2015-11-18 → 2022-08-10
  Mbm Wealth Consultants, Llc
  Chesterfield, MO
• 2014-01-02 → 2015-10-16
  Saxony Capital Management, Llc
  Saint Louis, MO
  St. Louis, MO

Other Businesses

1) Server Hope, LLC. - Not Investment Related - 1202 Chavaniac Drive, Ballwin, MO 63011. Web services and media design and distribution. No Longer Active but LLC still exists, winding down. 10/2011 - 0 hours/month - No duties as of 12/2014, previously managed software development. 2) EI.BO - Not Investment Related - 4069 Botanical Ave. St. Louis, MO 63110. 501c3 Non-Profit - Improving Computer Programming opportunities in the Midwest. President; Board Member. 04/2014 - 10 hours/month, 0 during securities hours. Duties: Raise funds, connect with local educators, host camps, review and support existing opportunities in the community. 3) Laclede's LAN - Not investment related - www.lacledeslan.com - Hosting charitable computer gaming events in the Midwest - Business Development - 8/15/2004 - 8 hours/month, 0 during securities hours - This is a marketing component of EI.BO, networks with charities in St. Louis and I.T. professionals to grow events and improve the local benefit of our events. 4) Wings of Hope, Inc.(Board) - Not Investment Related - 18370 Wings of Hope Blvd, Chesterfield, MO 63005 - 501c3 Non-profit organization that helps the poor with sustainable programs for a more peaceful world - Member of the Board of Directors - 5/2019 - 6 hours/month, 0 during securities hours. Consult on the overall business of the non-profit organization, and ensure the officers are achieving the mission statement. 5) 7606 Gannon LLC (non-investment related) - 2450 Barrett Station Road St. Louis, MO 63021 - manage a single family rental property, Position/Title: Managing Member, Start Date: 1/11/2024 - Hrs/Month (total): 1-5 hrs - Hrs/month (trading hours): 0 hrs/month, Duties: maintain property, coordinate lease and tenant satisfaction, handle repair and general maintenance needs

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-24
• S63 Uniform Securities Agent State Law Examination
  2011-11-28