Kristi Borglum

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

• 09/2014 → 01/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MO
• 01/2015 → 01/2020
  Bank Of America, N.A.
  Chesterfield, MO
• 02/2020 → 12/2025
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 01/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2014-11-25 → 2020-02-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chesterfield, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-11-23

Designations

• Certified Financial Planner

Other Names

• Kristi Hughes