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Tina M Rogers

Moneta Group Investment Advisors, LLC

St. Louis, MO

Denver, CO

CRD 7634408

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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 2024-11-01
MO RA APPROVED 2024-11-01
  • CO RA
    APPROVED
    Since 2024-11-01
  • MO RA
    APPROVED
    Since 2024-11-01

Branch Locations

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

200 Columbine Suite 220 Office 230, 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
Wealthnet Investments, Llc Englewood CO 03/2019 06/2024
Cherry Hills Community Church Highlands Ranch CO 06/2014 02/2019
Moneta Group Investment Advisors, Llc St. Louis MO 08/2024 Present
  • 03/2019 → 06/2024
    Wealthnet Investments, Llc
    Englewood, CO
  • 06/2014 → 02/2019
    Cherry Hills Community Church
    Highlands Ranch, CO
  • 08/2024 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Previous Registrations
  • 2022-10-02 → 2024-06-20
    Wealthnet Investments, Llc
    Englewood, CO
    Highlands Ranch, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-01
  • S65 Uniform Investment Adviser Law Examination
    2022-10-01
Other Names
  • Tina M Miller

View on SEC IAPD

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Nearby Investors

BRIAN CHRISTOPHER LOCK
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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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