Dane E Johnson

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

• 05/2009 → 11/2021
  Stifel Nicolaus & Co Inc.
  Saint Louis, MO
• 03/2023 → 11/2025
  Wells Fargo Clearing Services
  Saint Louis, MO
• 12/2021 → 11/2025
  Wells Fargo Clearing Services
  Saint Louis, MO
• 11/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2023-05-18 → 2025-11-19
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2019-10-02 → 2021-12-22
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-09-16

Other Names

• Dane Erik Johnson