Best Investors Account Sign in
Inactive

Kevin Kaleta

Sunpointe Investments

St. Louis, MO

CRD 7352471

Claim This Profile
Employer firm

Sunpointe Investments CRD 282505

$791M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Sunpointe Investments

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-07-24
  • MO RA
    APPROVED
    Since 2025-07-24

Branch Locations

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • 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
Sunpointe, Llc St. Louis MO 12/2024 Present
Moneta Group Investment Advisors, Llc St. Louis MO 10/2022 11/2024
Wells Fargo Bank, N.A. St. Louis MO 01/2022 10/2022
Northwestern Mutual Life Insurance Company St. Louis MO 05/2021 11/2021
Sugar Smokehouse Valley Park MO 06/2016 01/2022
  • 12/2024 → Present
    Sunpointe, Llc
    St. Louis, MO
  • 10/2022 → 11/2024
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 01/2022 → 10/2022
    Wells Fargo Bank, N.A.
    St. Louis, MO
  • 05/2021 → 11/2021
    Northwestern Mutual Life Insurance Company
    St. Louis, MO
  • 06/2016 → 01/2022
    Sugar Smokehouse
    Valley Park, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-24
  • S65 Uniform Investment Adviser Law Examination
    2025-07-24

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor