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Lisa Renee Bedell

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

CRD 7049862

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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:

Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-06
MO RA APPROVED 2019-02-16
  • KS RA
    APPROVED
    Since 2020-08-06
  • MO RA
    APPROVED
    Since 2019-02-16

Branch Locations

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

1 North Brentwood Blvd, 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
Moneta Group Investment Advisors, Inc St. Louis MO 07/2018 12/2020
Unemployed St. Louis MO 06/2018 07/2018
Midwest Bank Centre St. Louis MO 08/2015 06/2018
Moneta Group Investments Advisors, Llc St. Louis MO 02/2025 Present
Moneta Group Investment Advisors, Llc St. Louis MO 01/2021 01/2025
  • 07/2018 → 12/2020
    Moneta Group Investment Advisors, Inc
    St. Louis, MO
  • 06/2018 → 07/2018
    Unemployed
    St. Louis, MO
  • 08/2015 → 06/2018
    Midwest Bank Centre
    St. Louis, MO
  • 02/2025 → Present
    Moneta Group Investments Advisors, Llc
    St. Louis, MO
  • 01/2021 → 01/2025
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-16
  • S65 Uniform Investment Adviser Law Examination
    2019-02-16
Other Names
  • Lisa Renee Parker

View on SEC IAPD

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Nearby Offices

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

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