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Shane Thibault Hicks Dunican

Moneta Group Investment Advisors, LLC

St. Louis, MO

Denver, CO

CRD 7497376

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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:

Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-01-28
MO RA APPROVED 2022-01-28
  • CO RA
    APPROVED
    Since 2022-01-28
  • MO RA
    APPROVED
    Since 2022-01-28

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

200 Columbine St., Suite 220, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneta Group Investment Advisors, Llc St. Louis MO 08/2020 Present
Unemployed Highlands Ranch CO 06/2020 07/2020
Take Charge Cats Tucson AZ 08/2017 05/2020
Rkfin Tucson AZ 09/2019 04/2020
Team Hewins Redwood City CA 06/2019 08/2019
Rkfin Tucson AZ 06/2018 05/2019
Tucson Electric Power Tucson AZ 02/2017 12/2017
University Of Arizona Tucson AZ 08/2016 05/2020
  • 08/2020 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 06/2020 → 07/2020
    Unemployed
    Highlands Ranch, CO
  • 08/2017 → 05/2020
    Take Charge Cats
    Tucson, AZ
  • 09/2019 → 04/2020
    Rkfin
    Tucson, AZ
  • 06/2019 → 08/2019
    Team Hewins
    Redwood City, CA
  • 06/2018 → 05/2019
    Rkfin
    Tucson, AZ
  • 02/2017 → 12/2017
    Tucson Electric Power
    Tucson, AZ
  • 08/2016 → 05/2020
    University Of Arizona
    Tucson, AZ
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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