Adam Jeffrey Haas

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

• 08/2023 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 08/2019 → 05/2023
  University Of Alabama
  Tuscaloosa, AL
• 05/2023 → 08/2023
  Unemployed
  Freeberg, IL
• 05/2022 → 01/2023
  Bank Of Bellville
  Belleville, IL
• 06/2021 → 08/2021
  The Peach Truck
  Nashville, TN
• 10/2020 → 11/2020
  Newk's Eatery
  Tuscaloosa, AL
• 06/2018 → 05/2020
  Eckert's Restaurant
  Belleville, IL
• 07/2015 → 05/2019
  Freeburg High School
  Freeburg, IL

Designations

• Certified Financial Planner