Colleen Helen Carmitchel

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2022-11-16

Designations

• Certified Financial Planner

Other Names

• Colleen Carmitchel