Andrew C Hipple

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

• 07/2013 → Present
  Lane & Associates Llc
  Moorestown, NJ
• 06/2017 → 03/2023
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-10-29 → 2025-12-31
  Lane Hipple - Wealth Management Group
  Moorestown, NJ
• 2011-07-11 → 2013-09-27
  Vsr Financial Services, Inc.
  Moorestown, NJ
  Overland Park, KS
• 2006-02-28 → 2011-06-17
  Securian Financial Services, Inc.
  Newark, DE

Other Businesses

1) LANE & ASSOCIATES. INVESTMENT RELATED. 155 E THIRD ST, MOORESTOWN, NJ 08057. FINANCIAL PLANNING. SENIOR PARTNER. START 09/2013. 120 HOURS/MONTH, 100 DURING TRADING. COMPREHENSIVE FINANCIAL PLANNING FOR CLIENTS. 2) East Third Holding, LLC - not investment related; Address: 921 Fernwood Road, Moorestown, NJ 08057, Real estate holding for lease, Partner, 06/2025, 0 hours, manage commercial real estate property 3) H2 Investment Group, LLC - Investment related, Entity for the private and real estate investments, exclusively for personal investment, Managing Partner establish 2021 No active duties or annual time commitment.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-27

Designations

• Certified Financial Planner

Other Names

• Andy C Hipple