Nicki Marie Stackelbeck

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

• 06/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 03/2021 → 06/2025
  Krilogy
  Creve Coeur, MO
• 08/2020 → 03/2021
  United Leasing And Finance
  Evansville, MO
• 08/2017 → 07/2020
  Self-Employed
  Kansas City, MO
• 01/2015 → 08/2017
  Sonic Drive In
  Peculiar, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-12