Amanda Elizabeth Schmidt

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

• 01/2009 → 08/2017
  Northwestern Mutual Investment Services, Llc
  St Louis, MO
• 11/2008 → 08/2017
  Scott Underwood
  Saint Louis, MO
• 02/2010 → 08/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2017 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS. Greidt RE LLC (Owner); Non-Investment related real estate investment properties; 9420 Twin Spruce Drive St. Louis, MO 63126; Start date - 1/1/2020

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-06-23

Designations

• Certified Financial Planner

Other Names

• Amanda E Schoenberg
• Amanda Elizabeth Schoenberg