Best Investors Account Sign in
Inactive

Kristina Marie Ashworth

Moneta Group Investment Advisors, LLC

St. Louis, MO

Claim This Profile
Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-02-02
  • MO RA
    APPROVED
    Since 2026-02-02

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • 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
Edward Jones St Louis MO 01/2018 10/2020
Bissinger's Handcrafted Chocolatier St. Louis MO 09/2014 01/2018
The Retirement Planning Group Leawood KS 10/2020 01/2026
Moneta Group Investment Advisors, Llc St. Louis MO 01/2026 Present
  • 01/2018 → 10/2020
    Edward Jones
    St Louis, MO
  • 09/2014 → 01/2018
    Bissinger's Handcrafted Chocolatier
    St. Louis, MO
  • 10/2020 → 01/2026
    The Retirement Planning Group
    Leawood, KS
  • 01/2026 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Previous Registrations
  • 2020-11-02 → 2026-01-21
    Cetera Planning Partners
    Leawood, KS
    Chesterfield, MO
  • 2018-03-16 → 2020-10-29
    Edward Jones
    Millstadt, IL
    St Louis, MO
    St Charles, MO
    Maryland Heights, MO
    Lake St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-15
  • S66 Uniform Combined State Law Examination
    2018-03-15
Designations
Other Names
  • Kristina Marie Bertelsman

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor