Daniel Andrew Stockenberg

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

• 01/2010 → 12/2016
  Wells Fargo Advisors, Llc/Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 03/2025 → 10/2025
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 01/2017 → 12/2023
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 01/2024 → 02/2025
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 10/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-29