Gene Michael Diederich

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

• 04/2009 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2007-10-11 → 2009-04-29
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  St. Louis, MO
• 1997-12-16 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO

Other Businesses

Aligned Equity Group, is is a Private Partnership involved in development, acquisition and management of Senior Living Facilities, 1610 Des Peres Rd, Suite 385, St. Louis, MO 63131, Advisory Board Member effective 03/01/2021, devotes 0 hours during trading hours, approximately 5 hours per month during non business hours, provides oversight to the partnership Global Prairie Marketing, LLC - Non-investment related, 117 W. 17th Street Suite 400 Kansas City, MO 64108 Nature of the Business: marketing and public relations, Position: Board Member providing strategic planning and oversight, Effective 7/17/2025 until 8/17/2028, approximately 5 hours/month outside business hours, approximately 5 hours/month during business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-18
• S63 Uniform Securities Agent State Law Examination
  1984-08-17

Designations

• Certified Financial Planner