Megan Elizabeth Rapplean

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

• 03/2014 → 11/2016
  Wells Fargo Advisors, Llc
  St. Louis, MO
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 09/2018 → 02/2020
  Correct Capital Wealth Management, Llc
  Clayton, MO
• 02/2020 → 11/2020
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 11/2020 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2018-10-01 → 2020-02-24
  Correct Capital Wealth Management, Llc
  Clayton, MO
• 2014-05-09 → 2018-10-04
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Frontenac, MO
  St. Louis, MO
• 2015-01-27 → 2016-07-25
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
  St. Louis, MO

Other Businesses

1) POWER OF ATTORNEY FOR MOTHER; INVESTMENT RELATED; ST. PETERS, MO; START DATE 1/2013; 0 HRS PER MONTH. 2) INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; HOURS VARY DEFINED BY NEED; SERVICE CLIENTS OF CORRECT CAPITAL WITH INSURANCE NEEDS

Exams

• S66 Uniform Combined State Law Examination
  2014-05-08

Designations

• Certified Financial Planner

Other Names

• Megan Elizabeth Badolato
• Maggie Rapplean