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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-26
MO RA APPROVED 2025-08-26
  • CO RA
    APPROVED
    Since 2025-08-26
  • MO RA
    APPROVED
    Since 2025-08-26

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

5251 Dtc Parkway Ste 420, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bkd Wealth Advisors, Llc Kansas City MO 08/2016 05/2022
Forvis Wealth Advisors, Llc Chicago IL 06/2022 10/2024
Aveo Capital Partners Englewood CO 10/2024 10/2025
Moneta Group Investment Advisors, Llc St. Louis MO 08/2025 Present
  • 08/2016 → 05/2022
    Bkd Wealth Advisors, Llc
    Kansas City, MO
  • 06/2022 → 10/2024
    Forvis Wealth Advisors, Llc
    Chicago, IL
  • 10/2024 → 10/2025
    Aveo Capital Partners
    Englewood, CO
  • 08/2025 → Present
    St. Louis, MO
Previous Registrations
  • 2024-10-24 → 2025-10-01
    Aveo Capital Partners, Llc
    Chicago, IL
    Englewood, CO
  • 2017-07-22 → 2024-09-12
    Kansas City, MO
    Colorado Springs, CO
    Oakbrook Terrace, IL
    Springfield, MO
    Denver, CO
    Wichita, KS
    Chicago, IL
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-22
  • S65 Uniform Investment Adviser Law Examination
    2017-07-22
Designations

View on SEC IAPD

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