Leah Katherine Bruemmer

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

• 01/2023 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 07/2018 → 12/2022
  Ernst & Young Llp
  St. Louis, MO
• 08/2017 → 05/2018
  University Of Missouri-Columbia
  Columbia, MO
• 01/2017 → 03/2017
  Ernst & Young Llp
  St. Louis, MO
• 09/2014 → 07/2018
  Flat Branch Pub & Brewing
  Columbia, MO
• 08/2013 → 05/2018
  University Of Missouri-Columbia
  Columbia, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-23

Designations

• Certified Financial Planner

Other Names

• Leah Katherine Matz
• Leah Matz