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Joseph Drake Simmons

Moneta Group Investment Advisors, LLC

Mission Woods, KS

St. Louis, MO

CRD 8275310

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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 2026-06-12
MO RA APPROVED 2026-06-12
  • KS RA
    APPROVED
    Since 2026-06-12
  • MO RA
    APPROVED
    Since 2026-06-12

Branch Locations

1900 Shawnee Mission Pkwy Suite 225, Mission Woods, KS 66205 • United States

190 Carondelet Plaza Suite 1200, 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
Sabre Southlake TX 05/2017 04/2018
American Airlines Fort Worth TX 04/2018 04/2023
Moneta Group Investment Advisors, Llc St. Louis MO 05/2023 06/2026
Niall Luxury Watches Kansas City MO 05/2016 06/2017
University Of Kansas Lawrence KS 08/2013 05/2017
Moneta Group Investment Advisors, Llc St. Louis MO 07/2026 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC
PALMER SQUARE BDC ADVISOR LLC

Nearby Investors

CHRISTOPHER DALE LONG
JAY Ryan LIEBERMAN
Jarett Atkins

Nearby Offices

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE BDC ADVISOR LLC · MISSION WOODS, KS

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