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Colleen Helen Carmitchel

Moneta Group Investment Advisors, LLC

St. Louis, MO

Mission Wood, KS

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Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-12-19
MO RA APPROVED 2024-12-19
  • KS RA
    APPROVED
    Since 2024-12-19
  • MO RA
    APPROVED
    Since 2024-12-19

Branch Locations

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

1900 Shawnee Mission Pkwy, Mission Wood, KS 66205 • 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
North Pointe Wealth Advisors. Llc Overland Park KS 11/2022 11/2024
North Pointe Cpa Group, Llc Overland Park KS 01/2022 12/2023
Cornerstone Cpa Group, Llc Overland Park KS 02/2015 12/2021
Moneta Group Investment Advisors, Llc Mission Woods KS 11/2024 Present
North Pointe Cpa Group, Llc Overland Park KS 01/2024 11/2024
  • 11/2022 → 11/2024
    North Pointe Wealth Advisors. Llc
    Overland Park, KS
  • 01/2022 → 12/2023
    North Pointe Cpa Group, Llc
    Overland Park, KS
  • 02/2015 → 12/2021
    Cornerstone Cpa Group, Llc
    Overland Park, KS
  • 11/2024 → Present
    Moneta Group Investment Advisors, Llc
    Mission Woods, KS
  • 01/2024 → 11/2024
    North Pointe Cpa Group, Llc
    Overland Park, KS
Previous Registrations
  • 2023-05-22 → 2024-12-09
    North Pointe Wealth Advisors, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-16
  • S65 Uniform Investment Adviser Law Examination
    2022-11-16
Designations
Other Names
  • Colleen Carmitchel

View on SEC IAPD

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