Travis William Freeman

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

• 11/2006 → 06/2018
  Lpl Financial, Llc
  Creve Ceour, MO
• 08/2014 → 07/2018
  Rfg Advisory
  Creve Coeur, MO
• 06/2018 → 07/2018
  Private Client Services
  Creve Ceour, MO
• 07/2018 → 12/2019
  Moneta Group Investment Advisors Llc
  Clayton, MO
• 01/2020 → Present
  Moneta Group Investment Advisors, Llc
  Clayton, MO

Previous Registrations

• 2014-08-11 → 2018-07-13
  Rfg Advisory, Llc
  Creve Coeur, MO
• 2007-02-15 → 2015-10-29
  Lpl Financial Llc
  Creve Coeur, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-02-13

Designations

• Certified Financial Planner

Other Names

• Travis W Freeman